Find an Independent Financial Adviser

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.

Your money is precious, so let us help you make the most of it.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

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.

As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.

We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.

I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.

Award Winning Independent Chartered Financial Planners providing our valued clients with holistic professional expertise coupled with a distinctive investment strategy.

Chartered Financial Planners specialising in pensions, investments and mortgages.

Our Chartered status is a reflection of the quality of independent financial advice we provide.

I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.

Chartered Financial Planners providing bespoke independent advice to Individuals, Trustees & Businesses, because every client is different.

Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.

Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts. A finalist in the PFS Chartered Financial Planning firm of the year 2020.

We're experts, we care, we're here so you can protect the life you love.

All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.

We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension working for you. You're under no obligation and the advice we can offer will make sure you and your pension are on the right track.