Company Information

Get to know Cambridge Wealth Management Limited

Cambridge Wealth Management Limited is an independent financial planning and wealth management firm based in Cambridge, UK. Founded in 2012, the company holds the prestigious "Chartered Financial Planners" title from the Chartered Insurance Institute (CII), signifying a high level of professionalism and ethical standards. Their mission is to provide clear, high-quality, and independent financial advice across all aspects of financial planning, including investments, retirement and pension planning, and estate and inheritance tax planning, tailored to the individual goals of their clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Cambridge Wealth Management Limited

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.