Cantab Asset Management Limited

Independent Financial Adviser  50 Station Road, Cambridge, Cambridgeshire, CB2 1NT
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
David Saunderson
Chief Executive

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Cristina Bota
Director

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Patrick Smyth
Investment Manager

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Lionel Welch
Director

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Toby Allebon
Senior Associate Director

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Edward Green

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jeremy Davis
Managing Director

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Chartered Financial Planner
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.

Where to find us
Head office address: 50 Station Road, Cambridge, Cambridgeshire, CB1 2JH
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
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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