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Financial Advisors in Cambridge

List of financial advisors & consultants in Cambridge. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Granta Financial Services

Granta Financial Services

Cambridge, Cambridgeshire, East England, CB3 9AW

Granta Financial Services is a firm of Financial Advisers which was established in 1995. With offices located in Cambridge and Huntingdon, we pride ourselves on being in the heart of the community, in terms of both geography and outlook. We often meet clients in their homes or at work, at hours to suit their schedules, but we also welcome visits to our offices. We work closely with other local professionals to deliver, together, a seamless service to you. less

Money Matters

Money Matters

Cambridge, Cambridgeshire, East England, CB4 3BS

Founded in 1984, the business has grown organically and by acquisition and now manages over £300 million for our clients. At Money Matters we provide comprehensive advice to ensure that you make the right financial decisions. In an increasingly complex world we aim to give advice that is clear, unambiguous and importantly jargon free. less

N W Brown Group

N W Brown Group

Cambridge, Cambridgeshire, East England, CB2 1DB

As one of the leading financial services groups in East Anglia we provide expert, bespoke, professional advice to personal and corporate clients in the Eastern region and beyond. Whilst all our clients are different, they all enjoy the benefits that only truly independent advice can bring. We are able to cover the entire market and have the ability to access a complete range of investment options, products and advice. less

Cantab Asset Management

Cantab Asset Management

Cambridge, Cambridgeshire, East England, CB2 1NT

In Europe, the primary focus continues to be the Greek debt talks. By spending money from the public sector pension fund and local government funds, the Greek government has so far managed to avoid default. However, its reserves are rapidly diminishing. At this stage, though, talks continue, with t. less

Matrix Financial

Matrix Financial

Cambridge, Cambridgeshire, East England, CB5 8DT

Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2006 to the newly formed business, Matrix Financial. In 2013, an Investment and Pension office was established in Haverhill (Suffolk). Also an additional Mortgage office in Burwell (Cambridgeshire). less

Dartington Wealth Management

Dartington Wealth Management

Cambridge, Cambridgeshire, East England, CB1 7BN

Dartington Wealth provides impartial fee based independent financial advice and wealth management services to wealthy individuals, business owners, charities and trustees. We work alongside your other trusted advisers (solicitors, court appointed deputies, accountants and investment managers) to provide professional financial planning for retirement, during divorce, on investments, pensions, mortgages, inheritance tax and on how best to fund care needs in later life. We deliver imaginative and bespoke solutions to help you achieve your financial goals and objectives. As part of this process we aim to minimise your investment costs and the impact of taxation on your investments, so your money works harder for you. less

Jobstream Group

Jobstream Group

Cambridge, Cambridgeshire, East England, CB4 0WS

Jobstream Group is the leading independent specialist provider of integrated trust management software for the offshore financial services industry. Our software, Jobstream 9, is used worldwide by over 60 trust companies, family offices, banks and similar organisations in numerous jurisdictions as a business platform for trust and company administration, and for accounting and practice management. less

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Most of the usual clients of a financial advisor in Cambridge would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Cambridge to help us get on the right pat. However, nowadays the clientele of a financial advisor in Cambridge is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Cambridge. A financial advisor in Cambridge is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Cambridge is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Cambridge.

Tip from a Financial Advisor in Cambridge: Take Bigger Risks

You are maybe thinking that a financial advisor in Cambridge in their right state of mind would never advise you on taking risks. However, the good financial advisor in Cambridge knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Cambridge would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Cambridge: Invest in Yourself

Another important tip from a financial advisor in Cambridge you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Cambridge will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Cambridge won’t get tired to tell you.

Tip from a Financial Advisor in Cambridge: Follow Opportunities

Like literary, a good and experienced financial advisor in Cambridge can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Cambridge knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Cambridge would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Cambridge and allow yourself all chances.