Investment planning

We all need a nest egg.  Whether it's protection for a rainy day or your life savings, you need to be confident that your money is in safe hands. 
We will consider your investment strategy as part of your overall financial plan and recommend an investment portfolio which meets your own individual needs, both in terms of the risk you are comfortable with and also the term of investment.

We can offer a range of ethical investments.  This may be funds which invest in making a positive impact either socially or environmentally, or it could be that you prefer not to invest in any funds which have a negative impact in these areas.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Cambridge Financial Services Ltd is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.  Auto-Enrolment, Tax Planning, Trusts, Employee Benefits and Estate Planning are not regulated by the Financial Conduct Authority.