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The Best Financial Service in Cambridge

Handpicked Top 3 Financial Services in Cambridge, UK. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

DARTINGTON WEALTH MANAGEMENT

5B Clifton Court, Cambridge CB1 7BN

Since 2016

Care Funding, Directors Pensions, Divorce and Pensions, Financial Planning Advice, Inheritance Tax, Investment Advice, Life Insurance, Mortgages, Pensions, Retirement Planning, Business Protection, Directors Pensions & Workplace Pensions

Provides independent, impartial Financial and Investment advice to individuals, business owners and trustees, includes Investing, Pensions & Mortgages

Registration 9568543

enquiries@dartingtonwealth.co.uk
dartingtonwealth.co.uk

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

I get a good personal service from an experienced and thoughtful person whom I have known for 30+ years, and trust. That’s very valuable to me even when we don’t entirely agree on priorities! He also advises me on things I need to get around to doing, and I usually follow his advice.
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MATRIX FINANCIAL LIMITED

Tofino House, 32 Newmarket Road, Cambridge CB5 8DT

Since 1999

Protection Planning, Wealth Management, Business Insurance, Financial Planning, General Insurance, Health Insurance, Life Assurance, Mortgages, Equity Release, Pensions, Taxation, Savings & Investments

Offers innovative and comprehensive financial planning to meet the lifestyle needs and aspirations of individuals, together with those of their corporate clients

Registration 7905019

advice@matrixfinancial.co.uk
matrixfinancial.co.uk

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

I have been a client of Matrix Financial for many years now. They have provided me with expert financial planning and investment advice, helped with obtaining mortgages (both personal and buy-to-lets), and have arranged my affairs in the most tax efficient way. I have been working abroad for most of the last 25 years, and left my financial affairs to Matrix. I was most pleasantly surprised to return and find everything in order. Matrix has provided me with quick, friendly, efficient manner.

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CANTAB ASSET MANAGEMENT

35 Hills Road, Cambridge CB2 1NT

Since 1984

Investment Advice, Wealth Management, Asset Allocation, Income Projections, Ethical Investments, Long Term Care Planning, Business Protection, Estate and Trust Planning, Employee Benefits, Exit Planning, Liability Driven Investments, Risk Management, Cashflow Modelling, Insurance, Consolidated Reporting & Benchmarking

Focuses on providing Comprehensive Financial Planning and Wealth Management services to a range of clients

Registration 05691283

david.saunderson@cantabam.com
cantabam.com

Mon - Fri 9:00 am - 5:30 pm Sat & Sun Closed

They provide clients with a fully integrated approach seeking to cover all areas of their financial situation. They provide specialist advice on investment portfolios. Great customer service.
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