DARTINGTON WEALTH MANAGEMENT
5B Clifton Court, Cambridge CB1 7BN Directions
Since 2016
Pension Consolidation, Transfers and Sharing, Retirement Planning, Workplace Pensions, Care Funding Cash Management, Financial Planning, Business Protection, Trustee, Charity Investment, Directors’ Pensions Workplace Benefits, Inheritance Tax Mitigation, Life Insurance, Mortgages, Investment Advice & Management
Dartington Wealth Management offers independent, impartial financial and investment guidance to individuals, business owners and trustees. They are a trusted and valuable source of help and guidance for individuals needing investment advice. Their team have both these qualities in abundance, bound together by their professionalism and adopting their values of honesty, integrity and transparency. The company delivers imaginative and tailored solutions to help you achieve your financial goals and objectives.
Registration 9568543
TBR® Inspection Report
MATRIX FINANCIAL LIMITED
2 Cobble Yard Napier Street, Cambridge CB1 1HP Directions
Since 1999
Wealth Management, Business Insurance, Financial Planning, General and Health Insurance, Life Assurance, Mortgages, Taxation, Wills, Equity Release, Pensions, Savings & Investments
Matrix Financial Limited is one of the Cambridge financial services company. The company provides innovative and comprehensive financial planning to meet the lifestyle requirements and aspirations of individuals, together with those of their corporate customers. Their financial and operational independence means they are free to develop their client proposition and respond to consumer needs by developing and giving a broader range of bespoke services.
Registration 7905019
TBR® Inspection Report
CANTAB ASSET MANAGEMENT LTD
50 Station Road, Cambridge CB2 1NT Directions
Since 1984
Charities, Long Term Care, Estate, Comprehensive Financial, Trust, Retirement and College Planning, Business Protection, Asset Allocation, Income Projections, Liability Driven Investments, Portfolio Management, Discretionary Management, Employee Benefits, Exit Planning & Pension Schemes
Cantab Asset Management Ltd is a boutique investment management and financial planning firm with more than thirty years experience. Their mission is to provide independent, professional guidance and assistance around a client's financial situation. The company provides customers with a fully integrated approach seeking to cover all areas of their financial situation. They develop long-term customer relationships by providing a clear, concise and consistent service. The company also located in London.
Registration 05691283