Financial Planning

Cardale Financial Planning


Cardale Asset Management Ltd. provides comprehensive advice on a broad range of financial matters via its Financial Planning division. This service is provided by qualified and experienced financial planners dedicated to giving personally tailored solutions and a focused strategy aimed at achieving our clients’ long term financial goals.

Cardale Financial Planning 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 is a division of Cardale Asset Management Ltd. who are authorised and regulated by the Financial Conduct Authority.

Our Services

We 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
We also provide advice and services to businesses, including protection against the loss of key employees, partnership and shareholder protection and arranging company pension schemes and employee benefits.

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.


For further information please contact one of our financial planners at :-

Cardale Financial Planning
2 Greengate
Cardale Park

Tel: 01423 534100

To meet our financial planning team please Click Here