Charles Daniel

Independent Financial Adviser 25 Exeter Road, Newmarket, Suffolk, CB8 8AR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
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
Accreditations
Chartered Financial Planner
What our clients say
We have had the pleasure of knowing and being advised by Daniel these past seven years. The service that he has provided has been exemplary and the financial return that he has achieved on our behalf has been very positive and contributed greatly to our peace of mind in this tricky economic environment.
Peter & Margaret Armstrong, Dalham, Newmarket
Daniel Geach has been our financial advisor for over a decade and in that time we have been most satisfied with all his activities related to managing our portfolio effectively , imaginatively and cost effectively. One important benefit we find particularly useful is having the majority of our investments managed by one source making it easier to understand and control.
John & Fran Morris, Newmarket
Daniel Geach has provided us with a very professional personal service over a number of years. He has kept in touch with our requirements regularly and wisely adjusted our portfolio as necessary during a period of economic and financial problems. We have found him to be a reliable person and had no hesitation in following him when he established his new company in 2010.
Peter & Penny Hedderwick, Fordham, Cambs
Where to find us
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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