Provisio Wealth Management

Independent Financial Adviser 51 Cambridge Place, Cambridge, Cambridgeshire, CB2 1NS
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Philip Bailey IMC
Investment Consultant
Andrew Whiteley Dip PFS
Director
Where to find us

51 Cambridge Place, Cambridge, Cambridgeshire, CB2 1NS

Make an enquiry
About us

Established in January 2003, Provisio Limited offers you access to high quality, wholly independent financial advice on the issues that matter to you, as well as a highly innovative approach to wealth management. By providing this service in partnership with your other professional advisers, we can ensure that all aspects of your financial planning 'dovetail' together. We believe that this is fundamentally important to the success of any form of planning

Our services

We are experts in the construction and management of ultra low-cost, multi-asset investment portfolios designed to match the attitude to risk of each of our clients. Whilst investment markets are notoriously unpredictable, costs are the one thing that an investor can control. By minimising the drag on performance of the high fees associated with traditional investment funds we can construct portfolios which achieve above average returns for below average risk. This coupled with our extensive use of cash-flow modelling software can help to bring your financial planning to life.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

Provisio Limited is authorised and regulated by the Financial Conduct Authority (FCA). Full details are available from the FCA register http://www.fca.org.uk/register/ Firm Ref No: 485690

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