Earning Your Trust

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.

Charles has been advising as an independent Chartered Financial Planner in Ely since 2010.

Initially as Charles Daniel Ltd and presently as Ely Wealth Management. Ely Wealth Management was founded on principles of honesty and objectivity. We provide comprehensive investment and wealth management advice to clients throughout the Ely & Cambridge areas.

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 and Conduct

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 personalised and responsive financial advice appropriate to the unique needs of each client.

At Ely Wealth Management our ability to deliver independent and honest advice earns our clients’ trust and confidence.

Integrity: Trust and Fair Dealing

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Code of Ethics and Conduct

At Ely Wealth Management 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.

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