Your journey with Cambrian
From your first no obligation, free of charge consultation meeting with your Cambrian adviser, we continue to develop our knowledge of your financial goals and personal circumstances.
Over the years (we still advise clients who we first met in the 1970s), we monitor the progress toward the achievement of your goals and refocus when there are changes – e.g. a new child, a new home, or receiving an inheritance.
• We’ve been around for over 40 years and our advisers have over a century of industry experience between them.
• We are a firm of independent financial advisers (IFA) offering services and products from the whole of market.
• We are one of a tiny minority of firms awarded Chartered Status – the hallmark of excellence in the financial services industry.
What makes us different?
Our advisers pride themselves in helping clients develop and grow their financial plans and wealth through life and we recognise that everyone needs to start somewhere; we hope that will be with us. We will be happy to work with you whether you have already accumulated wealth or are just starting out.
Our clients range from Millennials, needing a helping hand to make their first home purchase, to baby boomers seeking retirement and wealth management advice.
Our goal is to help you make the right decisions in life to succeed financially and grow your wealth.