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

Find the best FCA regulated financial advisers in Cambridge. Get expert help near you with pensions, investments, retirement planning and more
Cambridge, Cambridgeshire, Cambridgeshire And Peterborough
Carlile Alexander Private Wealth

Carlile Alexander Private Wealth

Cambridge
Initial consultation free
FCA verified
Independent
Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
289
Minimum
wealth
£100k+
Meet the team
Thomas Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Fairstone Group

Fairstone Group

Cambridge
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Jonny Banks-Seeney
Frank Banks- seeney
Tony Tuppen
Simon Shepherd
Charles Blakey
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Carlile Alexander Private Wealth

Carlile Alexander Private Wealth

Cambridge
Initial consultation free
FCA verified
Independent
Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
289
Minimum
wealth
£100k+
Meet the team
Thomas Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Humboldt Financial

Humboldt Financial

Cambridge
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
2565
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
Saltus Partners LLP

Saltus Partners LLP

Cambridge
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1074
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
330
Minimum
wealth
£500k+
Meet the team
John Stirling
Mikki Gant
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Cambridge
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10683
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
DP Financial Solutions Ltd

DP Financial Solutions Ltd

Cambridge
Initial consultation free
FCA verified
Independent
I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs
Clients
helped
104
Minimum
wealth
£500k+
Meet the team
David Philpott
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Neil Walker - Independent Financial Adviser.

Neil Walker - Independent Financial Adviser.

Cambridge
Initial consultation free
FCA verified
Independent
With approaching 30 years experience, Neil prides himself on his ability to help his customers achieve their financial goals. He provides Independent Advice to both personal and business clients throughout East Anglia.
Clients
helped
12
Minimum
wealth
£150k+
Meet the team
Neil Walker
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
330
Minimum
wealth
£500k+
Meet the team
John Stirling
Mikki Gant
Andy Lee
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Cambridge