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Cambrian helping you grow through sound financial advice

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Cambrian provides holistic, independent, face-to-face financial advice

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Cambrian are committed to development of our professional connections

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Documents and Literature Library


Please click on the document links below to download.

Client Agreement

Our Client Agreement sets the basis of the relationship between you as the client and Cambrian as the adviser firm.

Service Brochure

Our Service Brochure is to be read in conjunction with the Client Agreement and provides a detailed breakdown of the services we provide.

Attitude to Risk Questionnaire

Your adviser may ask you to complete an “attitude to risk questionnaire” which will help us understand what level of investment risk is suitable for you.

Guide on Your Retirement Options

If you are about to retire, our Guide on Your Retirement options sets out the various options available. Speak to us for advice if you are unclear on any of the options.

Product Guides

The following product guides may be read in conjunction with our Suitability Reports as a guide to any products recommended.

Investments
Individual Savings Account (ISA)
Junior ISA (JISA)
Offshore Bond
Onshore Bond
Open Ended Investment Companies (OEIC) and Unit Trusts

Mortgages / Equity Release
Consumer Buy to Let Mortgage
Business Buy to Let Mortgage
Residential Mortgage
Lifetime Mortgage (Equity Release)

Pensions/Retirement Planning
Capped Drawdown
Flexi Access Drawdown
Pension Annuity
Personal Pension
Phased Drawdown
Self-Invested Personal Pension
Uncrystallised funds pension lump sum (UFPLS) (full withdrawal)
Uncrystallised funds pension lump sum (UFPLS) (series of withdrawals)

Protection

Decreasing Term Assurance and/or Critical Illness Cover
Level Term Assurance and/or Critical Illness Cover
Whole of Life (guaranteed premiums)