We work closely with our clients to provide a range of financial services which meet their individual requirements. Find out more about how they benefit from our personalised approach.
What we do
Founded in 1996 and wholly owned by our partners, Cartlidge Morland is a wealth management firm.
Specialising in private wealth management for individuals, we provide independent financial advice, personal wealth plans and investment strategies for growing and protecting personal wealth.
We also provide residential and commercial mortgage consultancy services, as well as employee benefit consultancy services to a wide range of private investors, trusts, partnerships, family companies, PLCs, charities and governmental organisations.
How we do it
By creating and nurturing a genuinely personal understanding with our clients, we shape our advice to align with your objectives, your circumstances and your preferences. As these can change and evolve at different stages of your life, we build in the flexibility and agility that enables you to reposition your priorities, whenever you want and as often as you want.
Throughout our relationship, we apply our experience, expertise and informed understanding to identify growth opportunities, avoid pitfalls and protect gains.
Always available, always finding the time to meet face-to-face, always pro-actively looking to strengthen your financial profile – we keep you regularly updated, and ensure that you both fully understand and are completely comfortable with our recommendations.
Cartlidge Morland is a member of:
- The Association of Private Client Investment Managers
- The Personal Finance Society (PFS)
- The 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.
Meet the team
More than approachable, but never less than respectful and professional, our people are the reason why we build long-lasting and highly rewarding relationships with our clients. Understanding and collaborative, we are purposeful, resourceful, dedicated, clear and open.