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Charles Daniel Ltd
       
 
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Charles Daniel Ltd
 
 
Mission statement: 

Our mission is to help our clients achieve their short, medium and long-term goals by providing independent and objective advice. This encompasses portfolio management as well as personalised and responsive financial advice appropriate to the unique needs of each client.
Overview: 

Each client relationship is overseen by an experienced Investment Adviser and supported by a dedicated administrative professional. This team approach adds depth to and strengthens long-term client relationships.

We provide comprehensive investment and wealth management advice to clients throughout the Newmarket, Ely and Cambridge areas.

The firm’s strength lies in its commitment to clients. Our services are delivered with integrity and professionalism, creating client relationships that are based on trust.


Code of Ethics and Conduct

At Charles Daniel we adhere to the highest standards of professional ethics and personal integrity in all dealings. Treating Customers Fairly, with a focus on consumer outcomes, is central to our work in ensuring a fair deal for our clients. We place our clients’ interests first and foremost and treat them with respect and dignity. We will agree to only those client expectations that can reasonably be fulfilled and strive to meet our commitments to clients, going the extra mile to do so.
History: 

Founded in 2010 by Charles Blakey and Daniel Geach.


 
 
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