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.
Cardale Financial Planning Ltd. is a subsidiary of Cardale Asset Management Ltd. and is authorised and regulated by the Financial Conduct Authority.
Our ServicesWe review each client’s needs and evaluate potential changes in response to their circumstances; often working with their other professional advisers to gain a detailed understanding of their situation, objectives and attitude to risk. Thus allowing us to structure the right solutions to achieve financial goals.
Our Services include:
- Tax efficient investment planning;
- Inheritance tax mitigation;
- Retirement planning;
- Retirement income options;
- Family protection;
- Long term care funding;
- Paying for Long Term Care
An initial discussion is free, without obligation and any charges for advice or services are agreed with the client in advance of any work undertaken.
ContactFor further information please contact one of our financial planners at :-
Cardale Financial Planning Ltd
Tel: 01423 534100
To meet our financial planning team please Click Here