Top 10 Independent (IFAs) & Restricted Financial Advisers in Cambridge

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  • 3R Financial Services Ltd

    Cambridge
    FCA verified
    Reliable. Responsible. Realistic. These are our customer and business focused principles. We specialise in investments, and pre and post pension and retirement planning, allowing you to make informed choices and take control of your financial future.
    40
    £100k+
    Can help with
    Pensions & retirement

  • Dartington Wealth Management Ltd

    Cambridge
    FCA verified
    We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
    196
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Cambridge
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5006
    £50k+
    Can help with
    Pensions & retirement
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  • Walden Capital

    Cambridge
    FCA verified
    Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
    113
    £500k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Cambridge
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Cambridge helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5276
    £100k+
    Can help with
    Pensions & retirement

  • PAB Wealth Management

    Cambridge
    FCA verified
    Financial Advisor offering holistic financial planning based on your personal needs and circumstances. We are experienced in matching our recommendations to your personal needs.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Ashley Townsend Prosperity IFA

    Cambridge
    FCA verified
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    236
    £100k+
    Can help with
    Pensions & retirement

  • Thomas James Williams - Forth Capital

    Cambridge
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    58
    £150k+
    Can help with
    Pensions & retirement

  • Michael Forbes - True Potential Wealth Management

    Cambridge
    FCA verified
    Looking to take control of your personal finances? I provide expert advice and guidance along with customised solutions to help you achieve your financial goals. Schedule a consultation today!
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Cambridge
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5006
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.