Mrs Susan Halliday
TEP FCA Chartered FCSI
Membership category: Full Member
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'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.
2 Greengate, Cardale Park
Harrogate
North Yorkshire
HG3 1GY
United Kingdom
Harrogate
North Yorkshire
HG3 1GY
United Kingdom
Practice Areas:
Elderly and vulnerable clients, Estate planning/administration, Investment, Tax
- Profession:
- Wealth Management
- Firm:
- Cardale Asset Management Ltd
- Branch/Chapter:
- STEP Yorkshire
- Committees:
- Yorkshire Branch Committee
- Special Interest Groups:
-
Business Families | Contentious Trusts and Estates
Biography:
Chartered Accountant
Discretionary Investment Manager
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