Cambridge Pensions

Independent Financial Adviser  Cambridge Pensions, Cambridge, Cambridgeshire, CB12JD
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FCA authorised
Last authorised 14th September 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
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)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    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, Cambridgeshire, CB12JD

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