Cantab Asset Management Limited

Independent Financial Adviser 35 Hills Road, Cambridge, CB2 1NT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Chartered firm of independent financial advisers providing best advice to private clients, companies and charities.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Group pensions
Meet our advisers
Edward Green
Toby Allebon
Senior Associate Director
David Saunderson
Chief Executive
Jeremy Davis
Managing Director
Accreditations
Chartered Financial Planner
Cristina Bota
Director
Lionel Welch
Director
Patrick Smyth
Investment Manager
Where to find us

35 Hills Road, Cambridge, CB2 1NT

Make an enquiry
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.

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

Cantab Asset Management is Authorised and Regulated by the Financial Conduct Authority. Chartered Financial Planners.

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