Financial advice in Cambridge

Tell us what advice you need. We review your enquiry before discussing a suitable Cambridge or remote adviser.

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We aim to acknowledge your enquiry within one working day and update you on the next step within two working days.

King's College Chapel, Cambridge — Cambridge

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What would you like help with?

Investments

Compare service, minimum assets and ongoing fee structures.

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Retirement & pensions

Compare pension and retirement planning specialists.

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Founders & business owners

Find advisers comfortable with equity, business ownership and future exits.

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Professionals & academics

Compare advisers whose client base includes professionals and higher earners.

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An open notebook, tea and reading glasses on a sunlit table — Understand the decision first

Finding the right experience around Cambridge

Cambridge has a mix of professionals, academics, founders and business owners whose financial planning needs can look very different. The useful comparison is client fit, not simply who has an office closest to the city centre.

Cambridge, Ely and surrounding Cambridgeshire can form one practical advice market for face-to-face clients, while remote advisers can broaden specialist choice.

What to compare before choosing

Cambridge in context

The local-authority figures cover the Cambridge council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 11.8%

Cambridge · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 13.8%

Cambridge · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £471,098

Cambridge · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Cambridge

How do I choose a financial adviser in Cambridge?

Check regulation and then compare whether the adviser regularly works with clients like you, what they specialise in and how the fees work.

Can founders find specialist financial advisers in Cambridge?

Explain whether you need help with business income, pensions or planning before a company sale. Ask about experience with similar founders and clarify which work needs an accountant or solicitor.

Should I include advisers outside Cambridge?

Yes where the specialist fit is stronger. Nearby Cambridgeshire or remote advisers may still provide a better service for a complex need.

How do I compare adviser fees?

Ask for the initial and ongoing cash cost, whether the percentage is tiered or capped and what other investment or platform charges sit underneath.

Helpful guides

Can you manage investments yourself?Compare advice with DIY The total cost of advice and investingSee every layer of cost Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

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Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Cambridge council area. Each figure shows the period it covers.

Population: 149,872
Residents aged 65 or over: 11.8%
Self-employed share of people in work: 13.8%
Average house price: £471,098
Disposable income per person: £27,979
Median weekly pay before tax: £763.50
Selected company registrations: 220
Wider-area company registrations: 706

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

13.8% of people in work are self-employed, while the England comparison rate is 16.9%. The published average house price was £471,098 in June 2026. Gross disposable household income per head was £27,979 in 2024. Gross median weekly pay was £763.5 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

Employment in Cambridge is summarised by the 2021 Census as follows: Education accounts for 21.5% of employment, 11.6 percentage points above the England benchmark. Professional, scientific and technical activities accounts for 14.2% of employment, 7.5 percentage points above the England benchmark. Human health and social work activities accounts for 15.1% of employment, 0.5 percentage points above the England benchmark. Among the three sectors shown, Education is 7.3 percentage points higher than Professional, scientific and technical activities. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

The population figures shown on this page cover the Cambridge local authority area. The Office for National Statistics (ONS) estimates 149,872 residents, of whom 11.8% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Cambridge total.

Cambridge is mapped to 220 active Companies House registrations in the selected business categories; the Cambridge travel-to-work area contains 706. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Cambridge. Photograph by Martinvl. CC BY-SA 4.0.