1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Cambridgeshire
  8. breadcrumb-arrow
  9. Cambridge
  10. breadcrumb-arrow
  11. Cambridge Pensions

Cambridge Pensions

Independent Financial Adviser  Cambridge Pensions, Cambridge, CB12JD
check
FCA authorised
Last authorised 13th September 2021
Cambridge Pensions offers advice on all areas of personal finance in the UK (not just pensions) so whether it's an overall financial plan for you or your family or just one area of your finances such as your pension we can help. There is zero charge until you sign the Client Agreement and Service Proposition so relax about asking questions and taking up our time on the phone or emails! We will tell you when we've given you enough free information!
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Mr Elliott Wilson ACSI AF3 EFA DipPFS
Principal, Financial Adviser
About us

200 metres from the main train station in the middle of Cambridge. Parking available.

Our services

All areas of personal finance. We are particularly strong regarding pensions but we advise on all areas of finance.

Pensions
Wealth Management
Financial Planning
Family Planning
Inheritance Planning
Investments
Enterprise Investment Schemes EIS
Business Property Relief BPR
VCTs Venture Capital Trusts
Personal Insurance (including: Life Cover, Income Protection Insurance, Critical Illness Cover)
Receiving income and salary tax efficiently.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Please bring with you to the initial face to face meeting your passports, driving license cards, recent utility bills

Cambridge Pensions, 20 Station Road, Cambridge, CB1 2JD

Similar advisers near you

The Private Office
Independent Financial Adviser 0 mi
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.
 
See profile
Provisio Wealth Management
Independent Financial Adviser 0.22 mi
High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
 
See profile
Golden Oak Wealth Management
Independent Financial Adviser 0.26 mi
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
 
See profile
Humboldt Financial
Independent Financial Adviser 0.3 mi
We do more financial planning in 2 hours, than most do in 7 years
 
See profile