Provisio Wealth Management

Independent Financial Adviser 51 Cambridge Place, Cambridge, Cambridgeshire, CB2 1NS
First meeting at adviser's own cost
Response rating
FCA verified
10th June 2019
High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Philip Bailey IMC
Investment Consultant
Andrew Whiteley Dip PFS
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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

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