Financial Planning

Financial Planning

CII-Corporate Chartered Corporate Black
Following the acquisition of Holistic Financial and Wealth Management by Cardale Asset Management in October 2010, Cardale Financial Planning was born. We offer independent advice on a broad range of financial products. The service is carried out by qualified and experienced financial advisers and covers such areas as investment planning, inheritance tax planning, pension advice and tax efficient long term care planning for the elderly.

Cardale Financial Planning Ltd have been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute. This is the gold standard in financial planning. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff. When using a Chartered firm, you are dealing with proven professionals.

Peter Heckingbottom