Wealth Management and Independent Financial Advice

We are a Chartered Financial Planning firm providing award winning impartial fee based independent financial advice and wealth management services. Our team includes Chartered Financial Planners, Chartered Accountants and a Chartered Financial Analyst.

In July 2023 Söderberg & Partners Group acquired a minority stake in the firm which provides long-term security for our employees and clients alike.

Award winning independent financial adviser - Cambridge

Good advice pays for itself – we provide professional financial planning for all your needs. This includes managing your investment and/or pension portfolio, pre- and post-retirement planning, advice on pension sharing following divorce, arranging the best mortgage deals, Inheritance Tax mitigation and much more.

Customer focused
Customer focused
Value oriented
Value oriented
Quality obsessed
Quality obsessed
People centric
People centric
What we do

Let us know how we can help

Good advice pays for itself

We deliver imaginative and tailored solutions

Are you looking for Independent Financial Advice or a Wealth Management Service in Cambridge?

We deliver imaginative solutions to help you achieve your financial goals and objectives. We aim to maximise your investment returns within acceptable levels of risk whilst minimising your costs and the impact of taxation on your investments, so your money works harder for you.

Curious what people think about us?
Passion is what drives us

We aim to minimise your investment costs and the impact of taxation on your investments

Our clients
Some of our workplace pension and benefits clients
Our Mission

To protect, manage and increase your wealth for a secure future

We provide independent, impartial fee based financial advice and wealth management to individuals, business owners, employers, including some leading charities, and trustees of settlements. The business has a history in Cambridge that goes back over 60 years.

Wealth management and investment advice from our specialist team.

Let's discuss now
Get in touch with us
We normally respond within 24 hours

We aim to answer all enquiries within 24 hours (except weekends). However, if you have an urgent matter please click the link below to give us a call.