Cambridge Independent Financial Planning

About Us

Cambridge Independent Financial Planning was founded in 1991 with the vision of becoming a trusted partner in financial success for individuals and businesses. With over 26 years of experience in the field, we have honed our skills in offering tailored financial advice that aligns perfectly with our clients' unique goals and circumstances.

Our Approach

We believe in a holistic approach to financial planning, taking into account every aspect of your financial life. Our independent status allows us to access the entire marketplace, enabling us to find the most suitable solutions for your individual needs.

Personal Finance

• Budget planning & debt management
• Investment planning & portfolio management
• Retirement planning & accumulation
• Estate planning & inheritance solutions

Corporate Finance

• Business succession planning
• Corporate governance strategies
• Employee benefits & compensation packages
• Retirement planning for businesses

Our Expertise

Our team of experienced and qualified financial planners possess extensive knowledge and expertise in various areas, including:

• Mortgage financing & refinancing
• Pension planning & investment strategies
• Protection planning & risk mitigation
• Tax planning & inheritance management

What Sets Us Apart

• Independent and unbiased: We work for you, not for any financial institution.
• Personalized solutions: We tailor our recommendations to your unique needs and goals.
• Transparency and communication: We provide clear and concise explanations of our process and findings.
• Client-focused approach: We are committed to building strong relationships and providing ongoing support.

Our Commitment

At Cambridge Independent Financial Planning, we are dedicated to empowering our clients to make informed financial decisions and achieve their financial goals. We value open communication, building trust, and delivering tangible results.