Financial Advisors, Planners & Independent Advice in Cambridge & London
Financial planners understand the complete picture.
Financial Planning describes the process by which a client outlines their financial goals (in as much detail as possible) and is then assisted - in this case by Cantab Asset Management's dedicated Financial Planners - in working out the achievement of those goals. This involves assisting clients evaluate, structure and plan their financial affairs such that they fit with their financial goals.
The steps involved include: collecting and assessing all relevant personal and financial data; identifying financial objectives; processing and analysing information; producing a financial plan and then discussing and agreeing the plan; implementing the plan; reviewing progress and modifying the plan as your circumstances change.
The plan may include detailed recommendations and advice in the following areas: Investment Planning, Tax Planning, Risk Management and Insurance, Retirement Planning and Estate Planning.
Our team of financial advisors can also provide independent specialist advice on education funding and funding for long-term care.
Cantab Asset Management’s client base includes individuals, companies, firms and charities in Cambridge, London and beyond. Find out more about who we serve.
Download our briefing note to read further.
Our Advice Process
Our Advice Process for Institutions