Earning Your Trust

Earning Your Trust

In 2010, Charles Daniel – an Independent Investment Adviser – was founded on principles of honesty and objectivity. 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.

Our dedication to clients leads to a valued and rewarding client experience, and this dedication is reflected in our mission statement and code of ethics:

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.

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.

Team Photo

  • At Charles Daniel our ability to deliver independent and honest advice earns our clients’ trust and confidence.

    Integrity: Trust and Fair Dealing