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

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”
Transparent Fees & Pricing
4 Clifton Ct, Cambridge CB1 7BN
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Idealistic Financial Services

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...”
Free Initial Consultation
In Business Since 2020
10 Speedwell Cl, Cherry Hinton, Fulbourn, Cambridge CB1 9YS
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PEM Corporate Finance

PEM Corporate Finance

Business Valuation, Succession Planning, Buying a Business
Transparent Fees & Pricing
Coupons & Offers
In Business Since 2002
House 3, Salisbury Villas, Station Rd, Cambridge CB1 2LA
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Staffords Accountants Limited

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”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1996
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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Spiritus Wealth

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...”
Transparent Fees & Pricing
Nine, Hills Rd, Cambridge CB2 1GE
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Matrix Financial Limited

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...”
2 Cobble Yard, Napier St, Cambridge CB1 1HP
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Gibbs Denley Financial Planning

Gibbs Denley Financial Planning

(1)
“The service Gibbs Denley offer is fantastic. They have a great team of people. Positive Responsiveness, Quality, Professionalism”
Crystal House, Anderson Rd, Swavesey, Cambridge CB24 4UL
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Cambridge Investments

Cambridge Investments

9 Hills Rd, Cambridge CB2 1GE
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MM Wealth

MM Wealth

Wellbrook Court, Wellbrook Ct, Girton, Cambridge CB3 0NA
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Gdim: Discretionary Fund Managers

Gdim: Discretionary Fund Managers

Crystal House, Buckingway business park, Swavesey, Cambridge CB24 4UL
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Nicholas Cliffe & Co

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!”
Mill House, Mill Ct, Great Shelford, Cambridge CB22 5LD
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S K Wealth Solutions

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!”
8200, Cambridge Research Park, Beach Dr, Cambridge CB25 9TL
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Tait Financial Services

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.”
2-4 Station Rd, Swavesey, Cambridge CB24 4QJ
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Absolute Sense Independent Financial Advisers Limited

Absolute Sense Independent Financial Advisers Limited

Estate Planning, Investment Planning, Employee Benefit Design
Transparent Fees & Pricing
St John's Innovation Centre, Cowley Rd, Milton, Cambridge CB4 0WS
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KMD Private Wealth Management

KMD Private Wealth Management

Transparent Fees & Pricing
Western House, 2 Cambridge Road, Stansted CM24 8BZ
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Provisio Wealth Management

Provisio Wealth Management

Provisio Financial Planning, What You Can Expect From Us, Wealth Management
Transparent Fees & Pricing
51 Cambridge Pl, Cambridge CB2 1NS
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Rainsford Financial Planning

Rainsford Financial Planning

Long Term Care Planning, Pensions Including Pension Transfers and Consolidation, Investment Planning
In Business Since 2017
Nine, Hills Rd, Cambridge CB2 1GE
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Hidden Assets

Hidden Assets

In Business Since 2019
Cambridge House, Cambridge Rd, Harlow CM20 2EQ
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Cambridge Financial Advisers

Cambridge Financial Advisers

16 Orchard Cl, Harston, Cambridge CB22 7PT
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Flexifd

Flexifd

In Business Since 2019
Marlowe House, 42 Kingsley Walk, Cambridge CB5 8NY
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Moneyology

Moneyology

In Business Since 2008
16 Burghley Rise, Burwell, Cambridge CB25 0RS
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Clarke and Co

Clarke and Co

In Business Since 2022
Nine, Hills Rd, Cambridge CB2 1GE
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Perspective

Perspective

Suite 1, Pioneer House, Chivers Way, Histon, Cambridge CB24 9NL
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Premier Investment Management Services

Premier Investment Management Services

Financial Express, Aegon/Co-Funds, Execution Only
Transparent Fees & Pricing
In Business Since 1999
Capital House, 3 Bensteads End, Great Wilbraham, Cambridge CB21 5JS
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Retirement Planning and Investment Management Services in Cambridge Cost Estimates

Minimum cost
£1241
Maximum cost
£10538
National Average
£3719
Avg Per Hour Rates
£374
£2480
£6819
Average price range is based on 538 cost profiles
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Average Cost £3719
Minimum cost £1241
Maximum cost £10538
Avg Per Hour Rates £374

Average range £2480 to £6819 is based on 538 cost profiles.

Why these companies made our list

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