About Us

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Cartlidge Morland provides independent financial advice and employee benefit consultancy services to a wide range of private investors, trusts, partnerships, family companies, PLC’s, charities and governmental organisations.

Our Philosophy

By offering a traditional and personal service, we strive to provide our clients with the best possible advice via experienced personnel.

Our objective is to provide truly individual advice which takes into account our client’s personal circumstances and requirements.

We aim to give astute and considered opinion on the most appropriate courses of action to pursue.

We invite our clients to provide feedback about the advice and service provided by Cartlidge Morland via our client questionnaire.

Our Credentials

Cartlidge Morland, its partners and staff, hold member-ship of the following professional organisations:

  • Association of Private Client Investment Managers
  • Personal Finance Society (PFS)
  • Society of Pension Consultants

Cartlidge Morland is a trading name of The Cartlidge Morland Partnership, an appointed representative of Cartlidge Morland Ltd, which is authorised and regulated by the Financial Conduct Authority.


Cartlidge Morland Brochure

View our key personnel:

Phone us on 020 7709 5560 or complete the online contact form