At Cardale we apply a common sense approach to managing the money you trust us to investOur ultimate goal is to help you preserve and grow real capital value over the medium/long term together with the income generated thereon. We fully appreciate the complexities involved in managing client assets within the wider financial planning pictureMany clients delegate their affairs to professional intermediaries and we are happy to liaise with and accept instructions from you.
PROVIDES COMPREHENSIVE ADVICE ON A BROAD RANGE OF FINANCIAL MATTERS VIA ITS FINANCIAL PLANNING DIVISIONThe service is provided by qualified and experienced financial advisers dedicated to giving personally tailored solutions and a focused strategy aimed at achieving our clients' long term financial goals.
PROVIDES COMPREHENSIVE ADVICE ON A BROAD RANGE OF FINANCIAL MATTERS VIA ITS FINANCIAL PLANNING DIVISIONThe service is provided by qualified and experienced financial advisers dedicated to giving personally tailored solutions and a focused strategy aimed at achieving our clients' long term financial goals.
Services
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 also provide advice and services to businesses from protecting key employees, partners and shareholders to arranging company pensions and employee benefits. Discretionary investment management eases the administrative burden by eliminating time consuming paperwork in what is now, more than ever, a very highly regulated business.
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.
Mark Puleikis, Chief Investment Officer and Chair of the Investment Committee, has responsibility for the strategic direction of Cardale's Investment Management. He is supported on the Committee by Ian Wood, Head of Research, who has many years' experience gained within the sector, and Andrew Deegan, who both provide expert technical input and advice.
At Cardale we apply a common sense approach to managing the money you trust us to invest. Our ultimate goal is to help you preserve and grow real capital value over the medium/long term, together with the income generated thereon.
Following an in depth discussion we will structure a portfolio that best meets your stated investment objectives and by understanding your personal circumstances and attitude towards risk, we will formulate a mix of asset classes that seeks to meet your expectations.
Following an in depth discussion we will structure a portfolio that best meets your stated investment objectives and by understanding your personal circumstances and attitude towards risk, we will formulate a mix of asset classes that seeks to meet your expectations.
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