Cardale Asset Management

Investment performance is our main priority. Our investment process is geared towards the long-term preservation and growth of your wealth in line with your individual needs, expectations and attitude to risk. You will have a direct relationship with your Investment Manager who will be available to discuss and advise when taking decisions on any aspect of your investment portfolio. We will contact to you regularly, explaining our investment strategy and overall portfolio performance.

We manage your investment portfolio in the context of your wider financial affairs. Our personal tax department supports investment managers in matters of tax compliance and advises on income, capital gains and inheritance tax planning. We offer a comprehensive range of tax efficient investments and have agreements in place with a number of the UK’s leading SIPP providers which allow us to manage underlying SIPP assets. We work with other professional advisers to cover the full range of financial planning.

Many businesses outsource their office and administrative functions. At Cardale, we do not believe in placing critical aspects of our business in the hands of third parties so centralise all admin functions, allowing us to provide a consistently high level of service and support.