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.

Our credentials

Cartlidge Morland is a member of:

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.


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    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 26 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

    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 Chartered Financial Planner 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 continues to study for further qualifications.

    David Easteal

    Chartered Financial Planner

    As a Chartered Financial Planner, Nick’s principal role is to work alongside the partners in further developing clients and opportunities.

    Nick trained with ‘Saunderson House’ in the City and subsequently had a very successful consultancy career, principally advising the partners of major legal and accountancy firms.

    Nick Owens

    Chartered Financial Planner

    A highly experienced consultant, Vincent has achieved Chartered ALIBF status, which underpins his private client work. He is passionate about helping clients reach their goals and objectives, tailored to their individual needs, through robust financial planning.

    Vincent Oganwu

    SENIOR CONSULTANT

    David is a Chartered Financial Planner. Experienced in working with high net worth individuals, David is focussed on helping people achieve their financial objectives, building trusted long term relationships. A Fellow of the Personal Finance Society, he advises families and professionals, including senior medical consultants due to his NHS pensions knowledge.

    David Murphy

    Chartered Financial Planner

    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

    Bringing 6 years’ experience in discretionary fund management as an Analyst and Investment Manager, Eric works with the Investment Team to manage client portfolios and conduct investment research. He has a degree in Finance, Investment & Risk from Glasgow Caledonian University and is an Investment Management Certificate Holder.

    Eric Williamson

    Investment Manager

    Lindsey Penny

    Investment Services Manager

    Dawn Morrison

    Dawn Morrison

    Principal Assistant Investment Manager

    Emily Dunk

    Assistant Investment Manager

    Charlie Salt

    Trainee Assistant Investment Manager

    Employee benefits

    Gavin is responsible for lead delivery of the high quality, tailored service to our corporate clients. He has strong technical knowledge in all areas of employee benefits, but especially pensions, being able to communicate complex issues in a straightforward manner . He has a Diploma in Financial Planning as well as an advanced qualification in Pension Planning.

    Gavin Nazareth

    Managing Director

    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 MANAGER

    Owen works closely with our corporate clients to ensure excellent service is provided and to help fulfil their employee benefit requirements. He has over 10 years’ experience in the financial services industry specialising in workplace pensions and providing financial planning services to a range of investors. He has a Regulated Diploma in Financial Planning.

    Owen Catling

    Senior 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

    Paula Blanchard

    CORPORATE ADMINISTRATOR

    Karen-Westfield

    Karen Westfield

    ADMINISTRATION MANAGER – PRIVATE

    Diana Nathan

    Receptionist/Administrator

    Liliane Gomes

    Administrator - Private Client

    Mandikoe Sibanda

    Administrator - Private Client

    Amina Chowdhury

    Corporate Administrator

    Joanne Pilkington

    Finance Assistant

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