3 Best Financial Services in Cambridge

“Dartington Wealth Management Ltd is Chartered, and their team includes chartered financial planners, chartered accountants, and chartered financial analysts. At Dartington, they have continued to flourish and grow. Dartington Wealth Management started trading in July 2016 following a management buy-out and the demerger from Money Wise Independent Financial Advisers, which acquired the original business in Cambridge from Lee & Co. in 2009. They are the leading Chartered Financial Planning firm in Cambridge. In addition to dealing with individuals, they manage various employee benefits for businesses, charities, and the university.”

Read more

“S K Wealth Solutions has allowed him to gain a wealth of knowledge, enabling him to offer every client a holistic financial solution. Sonny Kurmi is the firm's Chartered Financial Adviser. He has worked in financial services for over 15 years in the UK and internationally. S K Wealth Solutions was founded in 2019 by Sonny Kurmi after working in Switzerland. Over the past five years, he and his team have provided high-quality bespoke advice to individuals, families, trustees, and businesses, helping them plan their financial future. They pride themselves on building strong, long-lasting relationships with their clients and have helped hundreds of clients on their journeys.”

Read more

“Matrix Financial Limited's knowledge and expertise ensure that as they review products and services from the entire marketplace, the recommendations are based on client requirements and not linked to specific providers. Kelvin Summers is the firm's director and investment advisor. He is a qualified financial and mortgage advisor with 29 years of experience successfully advising clients. The team at Matrix Financial Limited provides innovative and comprehensive financial planning to meet the lifestyle needs and aspirations of individuals and their corporate clients. Within the ever-changing financial services industry, they pride themselves on offering a completely independent service focused on creating personalized portfolios based on attitudes to risk and investment objectives. Call them today for a no-obligation chat about planning your financial future.”

Read more