Cantab Asset Management Limited

Independent Financial Adviser  50 Station Road, Cambridge, Cambridgeshire, CB1 2JH
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FCA authorised
Last authorised 16th November 2020
Chartered firm of independent financial advisers providing best advice to private clients, companies and charities.
We can advise you on
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Annuity purchase
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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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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Life 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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EEA
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Group Pension/Stakeholder
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Stockbroking services
Meet our advisers
David Saunderson
Chief Executive
Cristina Bota
Director
Patrick Smyth
Investment Manager
Lionel Welch
Director
Toby Allebon
Senior Associate Director
Edward Green
Jeremy Davis
Managing Director
About us

Cantab Asset Management specialise in providing independent financial planning, investment management, pensions advice and tax planning.

We are fee-based, independent and conflict-free. Our approach is professional and friendly, and our focus is on providing excellent service and investment performance for our clients.

We provide both advisory and discretionary investment services for private clients, charities and pension funds.

Our services

We endeavour to excel in all aspects: excellent personal service with a Cantab Client Director; top quartile investment performance as compared with the FT Wealth Manager Report; many years experience dealing with Partners in the major professional firms, Business leaders, Family Offices, Charities and Pension Funds; serving clients in Cambridge and London.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

50 Station Road, Cambridge, Cambridgeshire, CB1 2JH

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