R W Wealth Management Limited

Independent Financial Adviser  27 Calford Drive, Cambridge, Cambridgeshire, CB9 7WH
First meeting at adviser's own cost
An experienced Independent Financial Adviser near Cambridge, providing whole of market independent financial advice to people with investment, retirement, inheritance tax & protection needs.
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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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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
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Ross Walford
About us

With over 20 years experience working in Financial Services, I provide whole of market Independent Financial Advice.

My expertise covers the broad spectrum of financial planning and I am able to help you with:

Managing and Growing your Wealth
Retirement Planning
Inheritance Tax and Trust Planning
Protection and Insurance

The FCA do not regulate Inheritance Tax and Estate Planning.

Our services

As an Independent Financial Adviser I providing my clients with a bespoke financial planning service from the whole of market.

I am passionate about building strong long-term relationships, understanding my client’s individual needs and I’m committed to helping them achieve their financial goals and objectives. I believe it is important to conduct regular ongoing face to face reviews and most importantly, to make sure things are explained in simple terms.

Where to find us
Head office address: 27 Calford Drive, Haverhill, Suffolk, CB9 7WH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

R W Wealth Management Ltd is an appointed representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.

Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020