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Top 20 Independent Financial Advisers in Cambridge

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  • DP Financial Solutions Ltd

    Cambridge
    I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs
    57
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Moneyology limited

    Cambridge
    Moneyology Provide Independent Financial Advice and wealth management to private clients companies  in Cambridge, Stevenage, Norwich, Hertfordshire and  London.
    78
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Dartington Wealth Management Ltd

    Cambridge
    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.
    108
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Iceni Financial Advisers Ltd

    Cambridge
    We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals.
    73
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • David Smith - True Potential Wealth Management

    Cambridge
    My focus is ensuring my clients achieve their financial goals and are empowered to make informed decisions about their future. Tax efficiency, investments and expertise in pensions, including Defined Benefit advice, are my key specialisms.
    New adviser
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Premier Plus Ltd

    Cambridge
    Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home.
    92
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Alexander House Financial Planning Ltd.

    Cambridge
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    12
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Ascot Lloyd

    Cambridge
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    New adviser
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Blake & Day Financial Planning

    Cambridge
    I deliver Financial Planning Solutions in all aspects from pensions, investments, protection, inheritance tax through to estate planning
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • P&B Wealth Planning Ltd

    Cambridge
    We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Provisio Wealth Management

    Cambridge
    High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Cambridge
    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.
    28
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Pension Planner

    Cambridge
    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.
    213
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Varsity Finance Ltd

    Cambridge
    We pride ourselves on making sure all our clients receive the best in customer care and service throughout the process.
    < 10
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • R W Wealth Management Limited

    Cambridge
    An experienced Independent Financial Adviser near Cambridge, providing whole of market independent financial advice to people with investment, retirement, inheritance tax & protection needs.
    30
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Golden Oak Wealth Management

    Cambridge
    Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020
    88
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Trust Will Plan Ltd T/A Total Wealth Planning

    Cambridge
    We will take the time to get to know you and understand your specific requirements, offering quality and trustworthy financial
    14
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • John Wright at True Potential LLP

    Cambridge
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    33
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Fairstone Financial Management Ltd

    Cambridge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Flying Colours & Partners

    Cambridge
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.