A Complete Service

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:

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate and Trust Planning
  • Protection Planning
Investment Planning

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.

Retirement Planning

Cantab provides independent retirement planning advice with skilled professionals who are experts in this field.

Tax Planning

Our financial planners seek to minimise tax liabilities to improve your financial situation. Specialist knowledge in this area is put at our clients’ disposal.

Our Advice Process

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.

  • Assess and discuss a client’s current position and objectives
  • Assess and analyse prospective lifetime cashflows using modelling tools
  • Assess, discuss and agree client’s attitude to risk and capacity for loss, alongside their objectives

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.

Find out more about our comprehensive financial planning service

Make plans by seeking advice