We believe that to be able to deliver the best solutions for our clients our business needs to be truly independent. No one size fits all and being able to offer unbiased advice from the whole of the market enables us to deliver the most appropriate solution for you and your circumstances.
All too often, we come across clients who have received advice from a restricted adviser who can only operate within a narrow product range, and unfortunately such advice lacks the quality and effectiveness which Cambourne provides with Independent Financial Advice.Understanding how to secure your financial future means to fulfil your lifestyle aspirations, and deal with the changes life throws at you unexpectedly, can be daunting.
All too often, we come across clients who have received advice from a restricted adviser who can only operate within a narrow product range, and unfortunately such advice lacks the quality and effectiveness which Cambourne provides with Independent Financial Advice.Understanding how to secure your financial future means to fulfil your lifestyle aspirations, and deal with the changes life throws at you unexpectedly, can be daunting.
Services
One of the main ingredients of business success is having a great team. All of the staff at Cambourne are committed to delivering the high quality of service and advice which under pins our company's values. We have a good blend of long serving staff with some more recent recruits-each one of whom foster this friendly and supportive culture which is also extended to encompass our clientele.
Many of our initial clients are still with Cambourne today. It is rewarding to see long-term plans come to fruition and see clients in good financial health when they need it most. We are fortunate that we have many long-standing clients-the majority of whom have come to us through the recommendations of existing clients.
In some instances, clients come to us because they have a specific financial need that they want to address. We are happy to help with specific areas in isolation. However, many of our clients require more extensive and complex advice and more often than not enquiries are about the journey from where you are now to where you want to be and this journey involves many different challenges.
Investments play a significant part in planning towards key milestones in your life, not just funds for ultimate retirement, but also; paying for education costs, future property purchases, providing a legacy for your loved ones, or something that is more personal to you. We regularly review investment opportunities and performances to facilitate building and protecting wealth in pensions, or larger portfolios.
At some point, we are all going to stop work and our service to clients is about helping achieve a successful transition when you want, or when the need arises. We help you to plan for the transition from receiving a monthly salary to receiving a regular income from your retirement portfolio. At some point in a client's journey, achieving a successful retirement becomes the number one priority.
Reviews
Be the first to review Cambourne Financial Planning.
Write a Review
