Cambridge Wealth Management Limited

Independent Financial Adviser  6 Bennell Court, Toft, Cambridgeshire, CB23 7EN
First meeting at adviser's own cost
Independent Chartered Financial Planners providing pension, retirement and investment advice to private individuals, trustees and Companies.
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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Buy my next home
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Equity release
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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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Socially responsible 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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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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
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Stuart Colman Bsc, APFS
Managing Director

This examination assesses the candidate to develop in depth financial planning skills related to business.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

Accreditations
Chartered Financial Planner
About us

Cambridge Wealth Management offers unbiased Independent Financial Planning for both corporate and private clients. We offer a comprehensive professional service which specialises in providing advice on pre and post Retirement Planning, Inheritance Tax, Trustee Investments, Wealth Management, Directors Pensions including SIPP's and SSAS's and both corporate and individual Life and Health Assurance.
We work on a fee or commission basis. All cost will be discussed at your first meeting, which will be free of charge.

Where to find us
Head office address: 6 Bennell Court, West Street, Comberton, Cambridge, CB23 7EN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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