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Established in 1992 in Edinburgh, Care Asset Management is fully authorised and regulated by the Financial Conduct Authority and is one of a limited number of independent firms in the UK which is authorised to provide discretionary financial management services to clients. This requires the highest level of regulatory status and demands that the company maintains a significant level of financial resources.
The company's head office relocated to Manchester to better serve its national client base and currently directly manages £72 million of client funds and advises over 2,000 clients with assets valued at over £250million.
The company is family owned and is managed by its founding directors. Care Asset Management is authorised and regulated in the conduct of investment business by the Financial Conduct Authority under reference number 155097. This is confirmed in the Financial Services register, which can be viewed by visiting www.fca.gov.uk/register or by contacting the Financial Conduct Authority at 25 The North Colonnade, Canary Wharf, London, E14 5HS or by telephone on 0845 606 1234.