Serving accountants

Financial Planners & Advisors for Accountants in Cambridge & London

Cantab serves Accountants in their personal financial matters.

Our team of experienced financial planners and advisors have experience of working with Partners in the leading accountancy firms in London and Cambridge, including all the Big Four firms. Partners are busy and their time is precious. Cantab understands how to work with Partners in an efficient and compliant manner. Cantab seeks to be a ‘trusted adviser’, helping clients optimise their existing portfolios whilst assisting with the planning for future requirements.

Service

Our team of financial planners aim to serve Partners holistically considering individual needs and objectives. Cantab’s financial services for accountants include:

  • Astute financial planning and thorough investment research
  • Portfolio management keeping Partner administration time to a minimum
  • Regular reporting on portfolio performance
  • The latest technology and platforms for investments
  • Portfolio performance which would place Cantab in the top quartile of the FT Wealth Managers Report
  • Meetings in clients’ offices
  • Competitive fees.
  • Compliance

Cantab creates portfolios for Partners that meet with firms’ compliance requirements. Where required, investments are first screened with the Partner Independence team. Only approved investments are made available for Partner investment.

To help ensure that your investments are compliant, Cantab have experience liaising with compliance teams.

Independence

As from 1 January 2013, investment advisors must state whether they provide ‘independent’ or ‘restricted’ advice. Cantab is ‘independent’ providing advice on all areas of private client investment and providing access to products from across the whole market.

Independent advisors are the only category of advisor providing unbiased and unrestricted advice for a client based upon a comprehensive and fair analysis of the whole of the marketplace and all the relevant tax wrappers. Cantab’s view is that it is in every Partner’s best interest to appoint an independent adviser in order that finances may be managed in a comprehensive and holistic manner with all options available and considered.

Download our briefing notes to read further.

Our Advice Process

Cantab Service for City Partners

Discretionary Management Service

quote-lefta man of understanding will acquire wise counselquote-right