Cantab’s Chartered Financial Planners assist clients to enunciate their aims and objectives, develop financial plans to meet them and assist with implementation to achieve those financial goals.
Cantab has a thirty year track record of good advice to private clients.
Cantab advisers have guided clients through the ups and downs of investment markets and have steered clients away from ‘black holes’ such as film finance, highly leveraged property funds, unstable financial providers and unsuitable structured products.
Cantab works with both hard and soft analysis when assessing the suitability of investment opportunities for clients. Cashflow analysis and planning can often play an important role in illustrating how future requirements may be funded.
Risk appetite, risk tolerance and capacity for loss all play a part in developing appropriate financial plans and portfolios for clients.