Financial Planners in Cambridge, Cambridgeshire

14 locations found near Cambridge
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“Excellent support from Dartington Wealth over the last several years; I have always felt that I’m a valued client.Sam Pettican-Runnicles has been outstanding as my financial adviser; his attention to detail and sound advice have been second to none. I and my family can’t recommend him and Dartington highly enough. Thank you Sam”

5Superb21 Reviews

“I have been using Matrix Financial for many years now and have always received sound, friendly and professional advice. Unlike some financial advisers I have used in the past, Kelvin Summers and his team do not wait for an annual review before reacting on my behalf to changing market situations. Also they gave me informed suggestions with regard to my financial assets, when as an ‘expat’ living and working in Spain, I retired and moved back to the UK.”

0Na0 Reviews

“I recently instructed NW Brown to handle wealth management for myself and my families future. Paul and his team were really friendly and helpful and took time to answer all our questions (there were many!) and explain all the options available to us. They set our mind at rest that the investments were right for our situation. We also have access to a live system that allows us to see where our hard earned money is being invested.”

0Na0 Reviews

“I've been using Nick at KFP for 16 years for assistance with various financial services. I have always found Nick to be very approachable and professional and have recommended him to family and friends.”

0Na0 Reviews