Find an Independent or Restricted Financial Adviser

As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

Offering a free initial meeting, we provide independent regulated advice focusing on Pensions and Investment planning. We take the stress out of investing and provide personalised independent financial advice.

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!

Creating, managing and protecting your wealth the intelligent way

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.

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.

As your independent financial adviser, I offer expert, unbiased guidance from helping you protect your family, growing your investments, and planning for a secure future.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We are a team of friendly and trusted financial advisers with many years experience of providing independent advice.