Independent Financial Planning in Ely and Newmarket

Charles Daniel: Investing In Your Future

Investing In Your Future

A disciplined investment philosophy consistently applied is the foundation for good long-term investment results. At Charles Daniel our investment philosophy is conservative in substance and application. We value patience in investing, yet we are responsive to changing economic, market and client-specific considerations. Our decisions are guided by independent research and analysis as well as ongoing communications with our clients.

After developing a complete understanding of a client’s circumstances, we establish a suitable asset allocation strategy for that client. We then maintain a broadly diversified portfolio specific to the client’s goals and anchored by high quality investments.


Ely Cathedral

Competent: Well Qualified

At Charles Daniel, we are committed and passionate about the quality of client advice. Highly qualified independent financial advisers are responsible for the management of client’s investment portfolios.