Cambridge · Financial advisers

Find a financial adviser in Cambridge who fits your situation.

Compare Cambridge financial advisers by specialism, typical client, minimums, service style and fees.

Local discoverySpecialist fitFee transparency
Historic college architecture in Cambridge
CambridgeEast & South England
Start with the need

What kind of advice are you looking for?

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.

Choosing locally

Distance matters. Fit matters more.

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

Specialism

Does the adviser regularly work on the problem you actually have?

Client fit

Do their typical clients and minimum asset levels fit your circumstances?

Fees

Can you understand the initial and ongoing cost in pounds as well as percentages?

Service style

Face-to-face, remote, one-off or ongoing: does the relationship fit what you want?

Regulatory information

Check the adviser and firm before appointing anyone.

Cambridge and nearby

Explore the local area

Use nearby places to widen your search while keeping face-to-face options practical.

CambridgeCity CentreTrumpingtonChestertonNewnhamEddingtonElySaffron WaldenCambridgeshireSouth CambridgeshireRoystonNewmarket
Fees, clearly

Compare the cash cost, not just the headline percentage.

Named-adviser pricing is only shown when it is adviser verified or publicly published. If reliable pricing is unavailable, Advisedly says so.

Neutral illustration0.75% on £500,000 = £3,750 a yearIllustration only - not a quote from a specific adviser.Use the fee calculator
Cambridge adviser questions

Common questions before choosing

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?

Yes. Advisedly's business-owner route is designed to distinguish founder and owner-manager experience from a generic investment service.

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.

Before you choose

Useful financial advice guides

Understand the questions that matter before speaking to an adviser in Cambridge.

Explore nearby

Local hubs, one national platform.