Find an Independent or Restricted Financial Adviser

Clayton Cumming - True Potential Wealth Management

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

Invest Retire Protect Limited

Humboldt Financial

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

MPI Financial Advice

We provide a free update & advice service to help you understand your plans.

Q Wealth

I take the guesswork out of your financial future. Most people leave their lifestyle to chance, only to regret it later. Let’s create a clear, actionable plan with tailored tax and investment strategies so you can take control and secure your future.

The Private Office

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

EBCam Ltd

EBCam Ltd are independent financial advisers based in Cambridge. Unlock your financial future with our expert planning services, where our approach starts with listening, taking time to understand your needs, goals, and preferences.

Humboldt Financial

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Oak Financial Management Ltd

Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.

Summit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)

We aim help you achieve your goals and aspirations but guiding you through your personalised financial planning needs. We help build protect and pass on wealth through our holistic planning approach.