Cambridge Wealth Management Limited

www.cambridgewealth.co.uk

Cambridge Wealth Management launched on June 1st 2009 to provide independent financial advice to companies, trusts and private individuals. The Managing Director of Cambridge Wealth Management is Stuart Colman who has over 18 years experience as a financial adviser. After 8 years of service, Stuart recently left a major regional firm of independent financial advisers where he was an Associate Director. Stuart provides advice to Company Directors regarding business protection, Directors pensions, and employee benefit packages. He also provided advice to individuals specialising in retirement options, investment planning and Inheritance Tax avoidance methods. Stuart’s reputation is built upon the core values of trust and long term commitment. He offers a personalised service and a close, friendly, but professional relationship with his clients. To understand your needs, we listen and offer jargon-free advice on your current circumstances and make positive recommendations to help build and protect your financial future. Stuart’s experience and expertise allows Cambridge Wealth Management to offer complete financial advice, including: Self-invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs). Pensions for directors, the self-employed and employees. Pre- and post-retirement planning. Employee benefits. Key personnel and shareholder protection. See specialities for full list.

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Cambridge Wealth Management launched on June 1st 2009 to provide independent financial advice to companies, trusts and private individuals. The Managing Director of Cambridge Wealth Management is Stuart Colman who has over 18 years experience as a financial adviser. After 8 years of service, Stuart recently left a major regional firm of independent financial advisers where he was an Associate Director. Stuart provides advice to Company Directors regarding business protection, Directors pensions, and employee benefit packages. He also provided advice to individuals specialising in retirement options, investment planning and Inheritance Tax avoidance methods. Stuart’s reputation is built upon the core values of trust and long term commitment. He offers a personalised service and a close, friendly, but professional relationship with his clients. To understand your needs, we listen and offer jargon-free advice on your current circumstances and make positive recommendations to help build and protect your financial future. Stuart’s experience and expertise allows Cambridge Wealth Management to offer complete financial advice, including: Self-invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs). Pensions for directors, the self-employed and employees. Pre- and post-retirement planning. Employee benefits. Key personnel and shareholder protection. See specialities for full list.

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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