Charles Daniel

Independent Financial Adviser 17 Forehill, Ely, Cambs, CB7 4AA
FCA verified
10th December 2018
Offering Advice, guidance and reassurance in tailoring a plan to suit your lifestyle
We can advise you on
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Stakeholder
    • Taxation planning
Meet our advisers
adviser-person
Charles Blakey FPFS
Chartered Financial Planner
adviser-person
Daniel Geach DipPFS
Certified Financial Planner
Where to find us

17 Forehill, Ely, Cambs, CB7 4AA

About us

Charles Daniel have been providing Financial and Investment Planning services throughout the Newmarket and Ely areas for a number of years.

Our services

At Charles Daniel we look after the financial interests of individual investors, their families, businesses and trusts. We look to identify the personal objectives and timelines for each client before agreeing a bespoke investment strategy, with ongoing portfolio reviews. In achieving this, our emphasis is on building long-term relationships with our clients. For many clients there are certain core areas where they value our guidance and advice, Our services cover all areas of investment management and financial planning including Investments, Tax Planning, Wealth Transfer and Estate Planning.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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