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

Find the best FCA regulated financial advisers in Cambridgeshire. Get expert help near you with pensions, investments, retirement planning and more
Cambridgeshire
Michael Forbes - True Potential Wealth Management

Michael Forbes - True Potential Wealth Management

Cambridge
Initial consultation free
FCA verified
Restricted
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!
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Michael Forbes
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Stow and quy
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10480
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Sawston
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Brampton
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Piccadilly Wealth Management

Piccadilly Wealth Management

Linton
Initial consultation free
FCA verified
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped
266
Minimum
wealth
£100k+
Meet the team
Paul Bartlett
Martin Spreadbury
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Humboldt Financial

Humboldt Financial

Wisbech
Initial consultation free
FCA verified
Independent
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.
Clients
helped
2549
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Great shelford
Initial consultation free
FCA verified
Independent
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
269
Minimum
wealth
£250k+
Meet the team
Julian Bradshaw
James Bulman
Lisa Tuck
Jeremy Woodruff
Carl Lamb
+17
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Walden Capital

Walden Capital

Cambridge
Initial consultation free
FCA verified
Independent
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.
Clients
helped
322
Minimum
wealth
£500k+
Meet the team
John Stirling
Mikki Gant
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Ascot Lloyd

Ascot Lloyd

Castor
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1984
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
P
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Cambourne
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10480
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Cambridgeshire