Charles Daniel

Independent Financial Adviser 25 Exeter Road, Newmarket, Suffolk, CB8 8AR
FCA verified
10th June 2019
Offering Advice, guidance and reassurance in tailoring a plan to suit your lifestyle
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Daniel Geach DipPFS
Certified Financial Planner
Charles Blakey FPFS
Chartered Financial Planner
Where to find us

25 Exeter Road, Newmarket, Suffolk, CB8 8AR

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
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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