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Contributor

79%

MATCH FOR YOU

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4.7out of 5

Duncan Hannay Robertson

More Info
% clients advised in each area  :

Investments

84%

Annuities

26%

Pensions

42%

Insurance & Protection

5%

Later life planning

16%
I work with clients who are typically aged over 55, have capital to invest and are looking for help in organising their financial affairs efficiently.... Read More
Serves clients with: Over £500k of investable assets or household income
Duncan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

68%

MATCH FOR YOU

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4.6out of 5

John Abraham

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% clients advised in each area  :

Investments

100%

Annuities

18%

Pensions

36%

Later life planning

27%
I offer a comprehensive financial planning service, working with clients with the aim of meeting their financial objectives without the fear of runnin... Read More
Serves clients with: Over £250k of investable assets or household income
John's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

62%

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Oliver Bridgman

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Services:  General Financial Planning, Insurance & Protection, Pension and Retirement, Annuities, Auto Enrolment
My aim is to help clients create and enjoy a lifetime of financial freedom and security. I have over 29 years professional experience, 20 with large ... Read More
Serves clients with: Over £100k of investable assets or household income
Certified Financial Planner
Contributor

58%

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4.7out of 5

Colin Palmer

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% clients advised in each area  :

Investments

64%

Annuities

7%

Pensions

57%

Later life planning

21%
Our approach to financial planning is different and very simple in practice: we listen.Our financial planning advice enables our clients to identify t... Read More
Serves clients with: Over £50k of investable assets or household income
Colin's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

58%

MATCH FOR YOU

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Martin Waller

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Services:  Investments & Savings, Tax Planning, Pension and Retirement
Martin Waller is a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNERCM professional and joined HC Wealth Management in 2010.Martin entered... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

52%

MATCH FOR YOU

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4.5out of 5

Bruce Davidson

More Info
% clients advised in each area  :

Investments

76%

Annuities

41%

Pensions

76%

Insurance & Protection

35%

Later life planning

12%
I have spent my entire working life in financial services. As well as looking after individual client needs, I specialise in providing advice to many ... Read More
Serves clients with: Over £50k of investable assets or household income
Bruce's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Cambridge IFAs

John wants to fully understanding your financial situation, both present and future, along with your....o you receive a balanced portfolio of investments which match your risk profile and financial needs.   Read More
Alastair bell
Gary has been the most comprehensive person to deal with my financial needs. He explains these in a ....rare as he was the first person for me to know exactly how to get the best from my financial needs.    Read More
Andre Jacquemin

Can't find the right Cambridge IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Cambridge.

Lyn TurnerN W Brown & Company Limited
Ed StaceyIQ Capital Partners LLP
Maria LimaCambridge Investments Limited
Anne IvesAnne St Ives Independent Financial Adviser
Paul RussellAshton KCJ Financial Planning LLP
Anne GloverAmadeus Capital Partners Limited
Looking for a different Independent Financial Advisor (IFA) in Cambridge? Search by name