a few words about Cardale Asset Management
Cardale Asset Management Ltd. was established in 2003 and is an independent stockbroker and private client investment manager based in Harrogate
Our business is dedicated to the management of private wealth. We recognise that the strength of our business is entirely based on building lasting relationships with our clients and their other professional advisers. We seek superior investment performance combined with the highest levels of personal and administrative service.
Independence of thought and action is central to our business. We are not dictated to by external investors; Cardale is owned by the people who have built the business or work in the business. Our approach to asset management is entirely impartial and not subject to any commercial considerations or ties.
Investment performance is at the heart of what clients expect and our investment process is geared toward the long term preservation and growth of wealth in line with individual needs, expectations and risk attitude. Clients have a direct personal relationship with the investment manager who manages their money. Our investment managers are readily accessible to clients and are involved in all the decisions taken on clients’ portfolios as part of our comprehensive investment and research process. We write to clients regularly to explain our investment strategies and their overall portfolio performance.
Our investment management is conducted in the context of our clients' wider financial affairs. We have our own financial planning capability. Our personal tax department supports investment managers in matters of tax compliance and in advising on income tax, capital gains tax and inheritance tax planning. We are able to offer a comprehensive range of tax efficient investments and have agreements in place with, where required, a number of the UK's leading SIPP providers which allow us to manage underlying SIPP assets. We regularly collaborate with other professional advisers to cover the totality of financial planning.
Many businesses have pursued 'outsource solutions' for their key back office and administrative requirements. We do not believe in placing critical aspects of our business in the hands of outside third parties; we conduct all aspects of back office administration in house; only this allows us to underwrite the quality of our administration to our satisfaction.
Whether you are a private individual or trustees looking for specialist investment advice, you can be assured of our commitment to providing you with the best possible quality of service.