Ashley Alger FCSI - Chairman & Chief Executive Officer

Joined Cawood Smithie & Co. Stockbrokers, in 1979. He qualified and became a member of the London Stock Exchange in 1985. In 1991 he became the partner responsible for finance, settlement and administration. In 2000, after the acquisition of Cawood Smithie by Brown Shipley, he was appointed Chief Operating Officer of Brown Shipley Investment Managers. Ashley was a founding Director of Cardale and is responsible for the  strategy and for the day to day management of the business.

Email: ashley.alger@cardale-am.co.uk

Richard Whiteley FCSI - Executive Director

Joined Cawood Smithie & Co in 1982 and became a partner of Cawood Smithie & Co in 1991.  In 2000, following the acquisition of Cawood Smithie & Co, he was appointed the Regional Director of Brown Shipley for the North East.  Richard was a founding director of Cardale and is responsible for the private client function of the company.

Email: richard.whiteley@cardale-am.co.uk

Charles Kerr - Executive Director

Qualified as an accountant in 1976 after a career in the RAF and joined Cawood Smithie & Co in 1979.  Became Finance Partner in Cawood Smithie & Co in 1985, and was subsequently made Deputy Senior Partner.  Charles became an Executive Director of Cardale at its inception and has oversight of the operational and financial functions of the business.

Stephen Vasey

A Chartered Accountant with 36 years experience in all aspects of discretionary and advisory portfolio management and administration for private clients. Joined the firm from Gerrard Limited (formerly Capel-Cure Sharp) as Compliance Manager and subsequently became the firm’s Compliance Officer responsible for the compliance oversight function for the business.

Email: stephen.vasey@cardale-am.co.uk

Nigel Paterson FCSI - Head of Investment Management

Has worked within the investment management industry since the 1980’s.  Formerly with Allied Provincial Securities and Greig Middleton, he joined Cawood Smithie in 1996.  Following the acquisition of Cawood Smithie by Brown Shipley, he became an Associate Investment Director in Brown Shipley.   Nigel joined Cardale in 2003 to head up our Hull office. He was promoted to Head of Investment in December 2008 and is now based in Harrogate. 

Email: nigel.paterson@cardale-am.co.uk

Neil Brayshaw MCSI - Associate Director

Neil began his stockbroking career in 1981 with Cawood Smithie & Co in Harrogate where he qualified and became an individual member of the London Stock Exchange in 1987.  After leaving the firm in 1988, Neil joined Greig Middleton’s (now Barclays Wealth) private client department in York, focusing on advisory and discretionary fund management. In 1997, Neil rejoined Cawood Smithie's private client deaprtment until the firm was acquired by Brown Shipley and moved to the latter's Leeds office. Neil left Brown Shipley in February 2004 to join Cardale Asset Management, where his primary role is that of discretionary fund manager, looking after private client, trust and charity investment portfolios .

Email: neil.brayshaw@cardale-am.co.uk

Sue Halliday BA ACA MCSI - Associate Director

Qualified as a Chartered Accountant with Price Waterhouse in 1983 and subsequently trained in all areas of taxation with Ernst & Young.  For the last twenty years, Sue has specialised in private client matters and in particular the taxation of individuals and trusts.   Sue joined Cawood Smithie in 1999 as Head of Tax, became Deputy Director within Brown Shipley’s Tax and Legal Department and subsequently transferred to Cardale, together with her tax team.  More recently, Sue qualified as an Investment Manager and now spends the majority of her time on investment matters for individuals, trusts, pension funds and charities.

Email: sue.halliday@cardale-am.co.uk

Jimmy Crewe FCSI

Has over ten years’ experience in the investment management field. His expertise covers advisory and discretionary client portfolios, trusts, charities and pensions. Jimmy also has specialist knowledge of unit trusts, venture capital trusts and structured investments. His extensive involvement in setting investment strategy and developing ideas for clients complements the Cardale approach. Formerly with Redmayne Bentley, he joined Cardale in April, 2006.

Email: jimmy.crewe@cardale-am.co.uk

Jeremy Elder MCSI

After graduating from Durham University in 1999, spent a year in Australia working for Macquarie Bank and ABN Amro; before returning to the UK to pursue a career in private client investment management.  In 2001, he joined Brown Shipley and then Cardale in 2003.

Email: jeremy.elder@cardale-am.co.uk

Martin Fountain

Joined Cawood Smithie & Co in 1998 working within the Settlement function and moved on to work as part of the dealing team. Following the acquisition by Brown Shipley in 2000, Martin took the opportunity of moving to London with the company and worked as a Dealer there.  After spending 3 years working in the City he moved back to Harrogate to take the position of Dealer with Cardale in September 2003.

Email: martin.fountain@cardale-am.co.uk

Ian Wood - Research Analyst


Ian graduated from Durham University in 1995 and has been working in the Investment Management sector ever since.  Previously working at Yorkshare and Redmayne Bentley, he latterly joined Rensburg Sheppards where he acted as Fund Manager and group analyst for the area.  Ian joined Cardale in December 2006 and is responsible for providing all research information to the investment management teams.

Email: ian.wood@cardale-am.co.uk

Mark Puleikis - Research Analyst

Mark previously worked at Merrill Lynch in London heading up the global beverage and European consumer products team. Mark has also acted as appointed corporate broker to some of the largest names in this sector.  During his time in London he was consistently rated the number one analyst by fund managers.  The appointment of Mark to Cardale in April 2009 further strengthens the Cardale research team.

email; mark.puleikis@cardale-am.co.uk

Giles Fairburn FCSI - Associate Director

Has worked in stockbroking since the mid 1980’s.  Formerly with Fowler Sutton and Capel-Cure Myers, he joined Cawood Smithie & Co in 1997, and following the acquisition of Cawood Smithie & Co by Brown Shipley, became an Associate Investment Director.  Giles joined Cardale's Hull office in 2003 and was promoted to manage the Hull office in December 2008.

Email: giles.fairburn@cardale-am.co.uk

Robert Henshilwood MCSI


After reading economics at university, Robert has worked in stockbroking since 1978, firstly as a researcher with Tilney & Co based in Liverpool.  He then moved into private client broking and in 1999 started up PH Pope & Son in Hull which was subsequently taken over by Brewin Dolphin in 2007.  He joined the Cardale's Hull office in February 2007.

Email: robert.henshilwood@cardale-am.co.uk

David Porter MCSI


David began his stockbroking career in 1982 with Fowler Sutton in Hull as the Office Manager.  In 1985 he moved into the private client department in order to look after clients and became the Head of Dealing.  Following various mergers and acquisitions he concentrated on Advisory and Discretionary Managed clients for Capel-Cure Myers, Pope Stockbrokers and from 2002 until November 2006, Brewin Dolphin.  David joined Cardale's Hull office in February 2007.

Email: david.porter@cardale-am.co.uk

Alex Flower MCSI

Graduated from Hull University in 2003 with a joint honours degree in Computer Science and Management studies.  Worked for the Magistrates Courts Service in the Fine Enforcement division, before joining Brewin Dolphin Securities in October 2004 as a Trainee Investment Manager.  Alex joined Cardale's Hull office  in December 2006 and focuses on private client portfolio management.  He obtained his SII Diploma in August 2007.

Email: alex.flower@cardale-am.co.uk

Ian Marshall

Ian graduated in Law from Hull University and was part of the inaugural team at Popes Stockbrokers in Hull in 1999.  He remained with the company following the acquisition by Brewin Dolphin in 2002.  He joined Cardale in December 2006 and focuses his attention on investment management and intermediary work.


Email: ian.marshall@cardale-am.co.uk

Colin Bradley - Tax Manager

Began his career in 1967 with the Inland Revenue as a Tax Officer, Higher Grade. In 1976 he then joined Grant Thornton, Chartered Accountants in their personal tax and trust department. In 1987 Colin moved to Binder Hamlyn, Chartered Accountants and subsequently transferred with a portfolio of clients to Wilson, Braithwaite Scholey, Chartered Accountants. Colin joined the personal tax and trust department of Cardale in December 2004 and was promoted to Tax Manager at the end of July 2008.

Email: colin.bradley@cardale-am.co.uk

Rupert Stringer - Tax Consultant

Rupert joined the Cardale tax team in August 2008.  He brings a wealth of knowledge and experience in handling tax enquiries, gained during a career of 17 years working for the Inland Revenue.

Email: rupert.stringer@cardale-am.co.uk

Stuart Fountain - Accountancy and Taxation Manager

Stuart owned his own accountancy practice (Fountain & Co Accountants) until the recent acquisition by Cardale on 1 December, 2008.  Stuart brings 30 years expertise in accountancy systems and accounts production for both sole trader and limited companies.

Email: stuart.fountain@cardale-am.co.uk 

 

John Osbaldeston - Senior Manager

John has more than 20 years experience in personal and trust tax work. He started his tax career with the Inland Revenue before leaving in 1990 to join the personal tax department of Baker Tilly, Chartered Accountants and subsequently KPMG. He joined Cawood Smithie from KPMG in 2000. Following the aquisition of Cawood Smithie by Brown Shipley, John joined Cardale in 2003 and was subsequently appointed to manage the tax department.

Email: john.osbaldeston@cardale-am.co.uk

Shirley Mansour FCSI MAAT - Head of IT and Settlement

Joined Cawood Smithie & Co in 1983 with responsibility for IT Systems.  Became Office Manager in 1991 and IT and Settlement Partner in 1998.  Was appointed Deputy Head of Settlement within Brown Shipley after the acquisition of Cawood Smithie & Co and joined Cardale in 2003.

Email: shirley.mansour@cardale-am.co.uk