As a client at Cantab Asset Management, you will be assisted by our Chartered Financial Planners to achieve your financial goals.
We are dedicated to delivering the best outcomes for each individual client and their unique situation.
Our expert advisers will provide detailed recommendations to create and implement a financial plan. This plan may cover the following areas:
Our goal is to offer the best investment choices, matching our clients’ needs on a bespoke basis. Our investment advice is given after a full and thorough examination of each client’s complete situation.
Cantab provides independent retirement planning advice with skilled professionals who are experts in this field.
Our financial planners seek to minimise tax liabilities to improve your financial situation. Specialist knowledge in this area is put at our clients’ disposal.
The advice we provide is tailored to each individual client and their needs. As an independent firm, we consider the whole of the market, both in terms of product and investment, thus ensuring that each client’s financial arrangements are the most appropriate ones available to them.
Discuss – First, we need to identify your financial goals by collecting and assessing all relevant personal and financial data.
Analyse – We process and analyse the information to evaluate the best solutions to meet your financial objectives.
Recommend – Once our chartered financial planners have reviewed your financial affairs, we will be able to offer our expert advice on how to proceed.
Agree – At this stage, we discuss and agree upon the recommendations. As a client, it is important to us that you are pleased with the solutions and understand our advice.
Implement – We are now ready to execute your financial plan.
Monitor – Cantab strives for long-term client relationships and successful outcomes. As a result, we review your progress and modify the plan as circumstances change.
Make plans by seeking advice