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.

Founded in

United Kingdom