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Best Financial Advisors in Cambridge

Handpicked from 41 vetted & reviewed Financial Planning & Wealth Management firms in the Cambridge area, explore the top 5 standout choices among the selected group of 24 finalists.

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Spiritus Wealth

Spiritus Wealth

(3)
“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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Tylers

Tylers

(26)
  • Questions
  • Managing
  • Home
“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...”
Transparent Fees & Pricing
In Business Since 1998
104 Cherry Hinton Rd, Cambridge CB1 7AJ
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Dartington Wealth Management

Dartington Wealth Management

(29)
  • Understand
  • Team
  • Family
“Nick was fantastic throughout the process of setting up my mortgage - he gave clear and constructive advice taking into account my specific circumstances; smoothed out all the potential problems; and even switched me to a better deal as soon as one b...”
4 Clifton Ct, Cambridge CB1 7BN
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PEM Corporate Finance

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...”
Coupons & Offers
Family Business
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 2012
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Source One Consulting

Source One Consulting

“As a family run business, we have been working with business across the UK on Cat A and Cat B office fit out and refurbishment projects of all sizes. Our expert team of designers, builders, plumbers, electricians and fitters will deliver interior sol...”
Family Business
Free Initial Consultation
St John's Innovation Centre, Cowley Rd, Milton, Cambridge CB4 0WS
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Cambridge Pensions

Cambridge Pensions

(4)
Pension Protection, Salary Sacrifice, Pension Tax
“Having just used the services of Elliott Wilson at Cambridge Pensions/Matrix Financial Ltd to set up a SIPP, I am pleased to be able to recommend them to anyone needing qualified pensions advice. Elliott was able to guide and advise me right from the...”
9 Hills Rd, Cambridge CB2 1GE
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Absolute Sense Independent Financial Advisers Limited

Absolute Sense Independent Financial Advisers Limited

Care Fees Planning, Estate Planning, Business Support
“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...”
St John's Innovation Centre, Cowley Rd, Milton, Cambridge CB4 0WS
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BV Services

BV Services

(2)
“Terrific financial advisor in the Cambridge area. Really good sound advice. Many thanks”
185 High St, Cottenham, Cambridge CB24 8RX
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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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Independent Financial Solutions

Independent Financial Solutions

(1)
“excellent help and advice”
16 Low Rd, Burwell, Cambridge CB25 0EJ
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Cambridge Investments

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...”
9 Hills Rd, Cambridge CB2 1GE
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MM Wealth

MM Wealth

“Your financial challenges and opportunities are unique to you, so your financial plan should be too. What matters to us is getting to know you.”
Wellbrook Way, Girton, Cambridge CB3 0NA
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Cklg Accountants & Chartered Tax Advisers

Cklg Accountants & Chartered Tax Advisers

(7)
“I have used CKLG for many years. Highly professional, approachable and very informative whenever I have had any questions. They always respond to my calls and emails, and are a pleasure to interact with. Would highly recommend!”
Colliers Ln, Stow cum Quy, Cambridge CB25 9AU
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Tait Financial Services

Tait Financial Services

(3)
“I have been with Georgia ever since I turned 18, and I could not recommend her enough! I had very little knowledge when it came to my investments, so having Georgia really helped me to gain a better understanding about financial circumstances and her...”
2-4 Station Rd, Swavesey, Cambridge CB24 4QJ
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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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KMD Private Wealth Management

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 ...”
Transparent Fees & Pricing
Western House, 2 Cambridge Road, Stansted CM24 8BZ
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Premier Investment Management Services

Premier Investment Management Services

Financial Express, Aegon/Co-Funds, Execution Only
“Aegon/Co-funds is the preferred investment platform of Premier Investment Management Services Ltd, enabling structured investment portfolios to be created for clients, utilising a combination of quality investments from over 4,000 UK authorised funds...”
Transparent Fees & Pricing
In Business Since 1999
Capital House, 3 Bensteads End, Great Wilbraham, Cambridge CB21 5JS
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Murray Financial Planning

Murray Financial Planning

Wills, Long-Term Care, Pensions
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
24F Doddington Rd, Benwick, Cambridge, March PE15 0UT
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Scrutton Bland

Scrutton Bland

Services For Individuals, Services For Businesses
““What a pleasure it has been working with each and every one of you over the last 6 months. Approachable, extremely knowledgeable in your fields and supportive – I truly felt you were working with me each step of the way. Scrutton Bland are incredibl...”
Milton Hall, Ely Rd, Milton, Cambridge CB24 6WZ
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Rainsford Financial Planning

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.”
In Business Since 2017
Nine, Hills Rd, Cambridge CB2 1GE
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Nicholas Cliffe & Co

Nicholas Cliffe & Co

(4)
“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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Gibbs Denley Financial Planning

Gibbs Denley Financial Planning

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

You may have noticed something different about us... Earlier this year, we decided the time had come to give our branding, both online and offline, a makeover. So, we wanted to show you our new logo and explain what happens next - more details are in our blog. #GibbsDenley #rebranding...

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Flexifd

Flexifd

“Not all companies can afford, or in fact need, full-time highly experienced professional staff. We offer a 'pay as you go, as much as you need' service. Our clients rent/borrow our experience for a fee. Consequently, as a business owner you benefit f...”
In Business Since 2019
42 Kingsley Walk, Cambridge CB5 8NY
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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.

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Wealth Management Advisors near Cambridge

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