View Profile

Dartington Wealth Management

(49)

Mortgage Advisor
Understand
Conversation

“I recently took out a life insurance policy to protect my mortgage. My advisor was Nicholas Leith and the service was efficient and professional Positive Professionalism”

i

View Profile

Tylers

(45)

Landlord
Managing
Tenancy

“I would like to say that Tylers Estate Agents have been best in Cambridge They have help me and my to family to rent in Cambridge they are very professional you can all ways talk to them We are on our 2nd rent with them would use them again bi...”

i

View Profile

Cklg Accountants & Chartered Tax Advisers

(8)

Inheritance Tax Planning, Trusts & Estates, Capital Gains Tax

“This company has been wonderful to me in many ways! Incredibly professional and helped me through my international financal situation I was struggling with. Would recommend them to other people when dealing with international finance and taxes.”

i

View Profile

Idealistic Financial Services

(23)

Products
Future
Professional

“Choosing Idealistic Financial Service was the best decision we made. I can't thank Manju enough for her exceptional service. She patiently addressed all my concerns and secured us a great deal. Her deep knowledge and clear communication made the mort...”

i

View Profile

PEM Corporate Finance

Business Valuation, Succession Planning, Buying a Business

“"PEM Corporate Finance have a very pragmatic approach; and being able to take their knowledge of valuation into the negotiation was invaluable. There was a real intensity of support from them, and the desire to see the deal done in our best interests...”

i

View Profile

Staffords Accountants Limited

(3)

“Worked with Staffords accountants now for nearly 4 years. Very Skilled and likeable team members. I hope to be getting more advise of them in the near future”

i

View Profile

Spiritus Wealth

(3)

Decisions

“Joe has been looking after our long term investments and pensions for a number of years now. It's one of of the better life decisions we made. Obviously there's no guarantee that investments will perform positively, but I trust Joe implicitly to offe...”

i

View Profile

Matrix Financial Limited

(2)

“Matrix Finance was recommended by a friend. At my consultation Mr Summers immediately put me at ease, he is very professional, knowledgeable on the particular part of Finance I urgently needed advice on, also extremely kind, courteous, patient - an...”

i

View Profile

Gibbs Denley Financial Planning

(1)

“The service Gibbs Denley offer is fantastic. They have a great team of people. Positive Responsiveness, Quality, Professionalism”

i

View Profile

Cambridge Investments

“To add depth in the management of the portfolios and delivery of our service, we look to draw on the expertise and valued insights from carefully selected partners. Cambridge provides a range of tailored investment management services that combine yo...”

i

View Profile

MM Wealth

“Established in Cambridge in 1984, this year we are proud to be celebrating 40 years of supporting our clients . From o ur h ead office i n Girton , Cambridge , we look after the financial affairs of our high net-worth clients and their families natio...”

FAQs

What is Wealth Management?

At MM Wealth, we consider wealth management as a combination of providing holistic, bespoke financial planning advice together with a professional investment service.

Are you independent?

MM Wealth is committed to being independent and is authorised as a whole of market adviser. This means we have access to the widest range of products and services rather than being restricted to a limited number of options.

Do I have to pay for an initial consultation?

No, we are happy to absorb the cost of an initial consultation so we can get to know you and establish whether we will be the right wealth management firm for you. At this time, based on your specific needs and requirements, we will provide a full, transparent fee structure.

How am I protected if things go wrong?

Hopefully, with our experience and expertise things will stay on course. However, should an investment or insurance product get into difficulties, the Financial Services Compensation Scheme offers varying levels of protection. You can find out more via the link below: What we cover | Check your money is protected | FSCS

This information can be found on the FAQ page on our website.

i

View Profile

Gdim: Discretionary Fund Managers

“Our range of investment model portfolios are designed to enable you to work efficiently at an acceptable cost. With more than £650 million of assets under management, they're a proven investment solution that will help you better meet the needs of yo...”

i

View Profile

Nicholas Cliffe & Co

(4)

Personal Accounting, Business Accounting

“We've been lucky enough to use the excellent services of Nicholas Cliffe & Co since we started our business years ago. Thanks Nick and team, you've been great!”

i

View Profile

S K Wealth Solutions

(5)

Enthusiastic

“Sonny was extremely professional and informative whilst helping me organise my finances. I would recommend to anyone looking for financial advice!”

Featured

The short session delivered by Sonny will be on ‘3 ways to be more in control of your finances’. Sonny will be sharing his expertise, so you can leave the networking event with some suggestions about how to get your finances in order whilst having some fun.’ Sonny’s emphasis is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the years. He specialises in offering 'simple yet highly effective solutions for clients that have complex financial needs'. Where he adds the most value is working with individuals such as self-employed, employed and legal professionals. He has worked in financial services for over 15 years within both the UK and internationally. And this has allowed him to gain a wealth of knowledge, enabling me to offer a truly holistic financial solution to every client. We know you will thoroughly enjoy listening to this charismatic and interesting industry professional.

i

View Profile

Tait Financial Services

(4)

Understanding
Questions

“My experience at Tate Financial Services has been excellent and my Financial Advisor Georgia Murdoch has been very professional and helpful throughout.”

i

View Profile

Provisio Wealth Management

Provisio Financial Planning, What You Can Expect From Us, Wealth Management

“Colin was extremely helpful, thorough and efficient when providing advice to us. When challenges arose, he went out of his way to proactively assist to ensure things move swiftly and smoothly. I would wholeheartedly recommend his services!”

i

View Profile

Absolute Sense Independent Financial Advisers Limited

Estate Planning, Investment Planning, Employee Benefit Design

“Absolute Sense Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 828966. Registered in England and Wales Number: 6647014. Registered Office: Woolsack Barn Financial Planning C...”

i

View Profile

Wilson Partners Limited

“We believe that outstanding technical expertise is the bare minimum you should expect from your accountants. Our real value is in our deep commercial expertise which is why every week we create useful video and article content to help your business m...”

i

View Profile

KMD Private Wealth Management

“One where the focus is on you, not how much money you have to invest. We take the time to get to know you and understand what is really important. Your ambitions, challenges and needs take centre stage so we can help you attain financial clarity for ...”

i

View Profile

Rainsford Financial Planning

Long Term Care Planning, Pensions Including Pension Transfers and Consolidation, Investment Planning

“With a wealth of experience advisingprivate clients, you can rest assured of a personal service. By taking the time to understand your needs, we are able to produce tailored financial plans, designed to reflect your unique requirements.”

i

View Profile

Cambridge Financial Advisers

“Cambridge Financial Advisers Ltd is an Appointed Representative of BV Services which is authorised and regulated by the Financial Conduct Authority. Cambridge Financial Advisers Ltd is a trading name of which is registered in England & Wales No. 9317...”

i

View Profile

Hidden Assets

““The timeline was aggressive and required CA's team to work sustained long hours, demonstrating 100% commitment to completing the work order on time, in a safe, environmentally responsible and compliant way.””

i

View Profile

Perspective

“We strive to deliver the highest possible level of service to every client, every time. If we got things right, we're always happy to hear that – thank you. If we didn't, in the first instance, please contact your Financial Planner or their Office Pr...”

i

View Profile

Moneyology

i

Average Cost	£3719
Minimum cost	£1241
Maximum cost	£10538
Avg Per Hour Rates	£374

Best Financial Advisors in Cambridge

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Cambridge area.

Dartington Wealth Management

Tylers

Cklg Accountants & Chartered Tax Advisers

Idealistic Financial Services

PEM Corporate Finance

Staffords Accountants Limited

Spiritus Wealth

Matrix Financial Limited

Gibbs Denley Financial Planning

Cambridge Investments

MM Wealth

Gdim: Discretionary Fund Managers

Nicholas Cliffe & Co

S K Wealth Solutions

Tait Financial Services

Provisio Wealth Management

Absolute Sense Independent Financial Advisers Limited

Wilson Partners Limited

KMD Private Wealth Management

Rainsford Financial Planning

Cambridge Financial Advisers

Hidden Assets

Perspective

Moneyology

Retirement Planning and Investment Management Services in Cambridge Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cambridge

Popular in Cambridge