independent financial advice

About Us

What we do

Founded in 1996 and owned by our partners, Cartlidge Morland is a wealth management firm.

We specialise in private wealth management for individuals. We also provide independent financial advice, personal wealth plans and investment strategies for growing and protecting personal wealth.

Our advisers also provide residential and commercial mortgage consultancy services, understanding the key points in securing the finance needed for your property.

Our other services include employee benefits. Our consultants offer this service 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.

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.

Our credentials

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.

Nurture, protect and enjoy your investment journey

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.


    Meet the team

    We are respectful and professional. Our people are the reason why we build long-lasting and highly rewarding relationships with our clients. We understand what our clients need. Collaboration is key to a good relationship.

    Private client

    Highly experienced, Andrew is a member of the firm’s Investment Management Committee, providing advice to private clients, with a particular emphasis on portfolio management and inheritance tax planning. Having previously held Board positions in several national firms before co-founding Cartlidge Morland, Andrew is a director of Cartlidge Morland Trustees Ltd.

    Andrew Cartlidge

    Partner

    Charles Morland
    Charles’ professional practice encompasses City professionals, solicitors, accountants, stockbrokers and chartered surveyors. Primarily focused on SIPPS and investment management, he has over 30 years’ experience. Co-founding Cartlidge Morland in 1996, Charles is a member of our Investment Management Committee and a director of Cartlidge Morland Trustees Ltd.

    Charles Morland

    Partner

    Julian Nurse
    Julien focuses on providing a bespoke suite of wealth management services. After 23 years of business ownership in financial services, his enthusiasm for helping clients achieve their financial goals remains undimmed. Julien is a member of our Investment Committee, chairs our Alternative Investment Committee and is a director of Cartlidge Morland Trustees Ltd.

    Julien Nurse

    Partner

    Leading both our Finance and Client Administration teams, Nicola promotes local delivery of the uncompromisingly impartial advice that has built the firm’s reputation in the City and beyond. She joined us in 2000 as Finance and Practice Manager, and – having qualified as an IFA – is ideally placed as the firms Operations Partner.

    Nicola McConville

    Partner

    Martin Cox
    Member of our Investment and Alternative Investment Committees, Martin advises a broad range of private clients on all aspects of their financial affairs. Managing clients’ wealth since 1975, he has worked as a director in several City-based firms. As well as private clients, he also works with family/private companies on all aspects of their financial planning.

    Martin Cox

    Director

    Simon Fettroll
    Simon works with private clients to help them develop and realise their financial aspirations. Specialising in wealth strategies, he has represented various financial institutions. A member of the Personal Finance Society, Simon has the Diploma in Financial Planning (including taxation and trusts, and advanced level in investments) and will shortly be Chartered.

    Simon Fettroll

    Director

    Mark Ventham
    Experienced in working with high net worth clients in the media and entertainment industries, Mark believes in the value of truly independent advice and the difference that such advice can make to people’s lives. Since graduating with a First Class honours degree in Business Studies, Mark is close to achieving Chartered Status.

    Mark Ventham

    Consultant

    Peter McEvoy
    One of our Senior Consultants, Peter has been advising clients since 2002. He provides advice across all aspects of financial planning for private and corporate clients. Peter is a member of the Private Client team and, as well as concentrating on provision for families, he has a specific interest in advice for business partnerships.

    Peter McEvoy

    SENIOR CONSULTANT

    David is a Senior Consultant who works with high net worth individuals helping them achieve their financial and personal goals.
    He has been advising clients since 2002, and is very experienced in inheritance tax planning and retirement planning.
    David is a Chartered Financial Planner and is continuing to study for further qualifications.

    David Easteal

    SENIOR CONSULTANT

    Sarah Bowles
    A Consultant who works with pre and post-retirement private clients, helping secure and manage their finances in the complex world of pension legislation. She helps charity trustees ensure they are fulfilling their obligations. A member of Personal Financial Society, Sarah has an interest in ethical investments, and appeared on the BBC as a financial expert.

    Sarah Bowles

    CONSULTANT

    James works with private clients on all aspects of wealth management. Experienced at working with high net worth individuals, James values independent advice and the impact it can achieve. A member of the Personal Finance Society, James holds the Diploma in Financial Planning and is continuing towards Chartered Status.

    James Kightley

    CONSULTANT

    Investment management

    Angela Cooper
    Managing Director of our Investment Services team, Angela runs the firms’ investment management propositions, with over 30 years’ experience in investment research working for investment companies, leading UK national IFAs and wealth managers. Angela graduated from the London School of Economics and is a Chartered Insurance Practitioner.

    Angela Cooper

    Managing Director

    Gary Allchin
    A Director of our Investment Management team, Andrew plays a key role in the management of client portfolios and the development of our investment management activities. With 30 years’ experience, Andrew was an Investment Manager at Capita Trust Company before joining us, and holds the Investment Management Certificate and the Financial Planning Diploma.

    Andrew Colls

    DIRECTOR

    An experienced Investment Manager, Mark manages client portfolios and is a major contributor to the Firm’s asset allocation and fund selection strategy. Prior to joining Cartlidge Morland, Mark spent 8 years at a boutique wealth management firm. A Chartered Member of the Chartered Institute for Securities and Investment, he holds the Financial Planning Diploma.

    Mark Stephens

    INVESTMENT MANAGER

    Caroline-Berryman

    Caroline Berryman

    Investment Services Manager

    Dawn Morrison

    Dawn Morrison

    Assistant Investment Manager

    George Luya

    ASSISTANT INVESTMENT MANAGER

    Employee benefits

    Andrew Towner
    Andrew is responsible for lead delivering on the high quality, tailored service to our corporate clients. With over 25 years’ in the industry as a qualified pension transfer specialist, Andrew’s role is to communicate complex issues in a straightforward, understandable manner so that our clients become the “employer of choice” for their employees.

    Andrew Towner

    Managing Director

    Michael Hand
    Michael is a Senior Consultant working with employers, employees and clients seeking advice on maximising their scheme benefits. He believes in helping clients simply understand what is often perceived to be complicated. Michael is a certified financial adviser with specific qualification to provide advice regarding Defined Benefit transfers.

    Michael Hand

    SENIOR CONSULTANT

    Andrew Colls
    Gary is an Employee Benefits Consultant working with professional, industrial and charity corporate clients, specialising in group risk and Healthcare. Gary believes these benefits improve employee retention/engagement and reduce business risks. With 15 years’ experience in the role, he has a BA honours degree and industry qualifications GR1, FPC1 and FPC2.

    Gary Allchin

    GROUP RISK CONSULTANT

    Mortgage services

    Steve Straker
    Managing Director of our Mortgage Services division, Steve works with clients ranging from first-time buyers to those with high net worth – turning their aspirations into reality. Experienced in addressing complex property financing needs and identifying the right solutions for individuals, he has been a qualified independent mortgage broker for over 30 years.

    Steve Straker

    Managing Director

    Management and client administration

    Leading both our Finance and Client Administration teams, Nicola promotes local delivery of the uncompromisingly impartial advice that has built the firm’s reputation in the City and beyond. She joined us in 2000 as Finance and Practice Manager, and – having qualified as an IFA – is ideally placed as the firms Operations Partner.

    Nicola McConville

    Partner

    Stella Moulai

    Stella Moulai

    Administration Manager – Private

    Laura-Mortimer

    Laura Mortimer

    ADMINISTRATOR – PRIVATE

    Lindsey Penny

    FINANCE ASSISTANT

    Nina White

    Nina White

    RECEPTIONIST

    Paula Blanchard

    CORPORATE ADMINISTRATOR

    Karen-Westfield

    Karen Westfield

    ADMINISTRATOR – PRIVATE

    Kirsty-Leonard

    Kirsty Leonard

    CORPORATE ADMINISTRATOR

    Linda England

    Receptionist

    Dominika Jagoszewska

    ADMINISTRATOR - Private

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