Secure your financial future

Your local Cambridge Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

Request a call back Meet the team

Our Cambridge team offers

We support a wide range of clients with our Investment Management and Financial Planning services.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you do not miss out on appropriate opportunities or are exposed to unnecessary risks.

Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

Latest insights

Article
New Covid-19 variant hits travel and markets
By Garry White
26 Nov 2021 | 7 min read
Article
Pandemic savings to boost Black Friday, but what then?
By Charles Stanley
26 Nov 2021 | 5 min read
Article
Are the easy times behind us?
By Rob Morgan
Spokesperson & Chief Analyst
26 Nov 2021 | 5 min read
Article
Fed certainty boosts President Biden’s economic agenda
By Charles Stanley
26 Nov 2021 | 6 min read

About the Cambridge team

Established in 1981, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

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Where to find us

We are always happy to welcome you to the Cambridge office.

59-61 Regent Street
Ravenscroft House
Cambridge
CB2 1AB
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Cambridge.

01223 316 726 (Open Mon-Fri, 9am-5pm)

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