Financial advisers in Cambridge.
Cambridge has many university and research employers, and the defined benefit pensions and share schemes that come with those jobs often form part of a settlement here. Both are easy to undervalue when dividing assets.
Advisers covering Cambridge
Sarah Nelis
Insight IFA
Also covering Ely, Newmarket, Royston, Haverhill, Saffron Walden and the rest of the CB area.
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Choose an adviser
See FCA-regulated advisers covering your area. If nobody covers it yet, pick the nearest one. Most work by video call.
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Send a short message
A sentence or two about what has changed. Enquiring is free and there is no obligation.
What people in Cambridge come to us about
Each of these has a free step-by-step guide you can work through before you speak to anyone.
Divorce and separation
Dividing pensions, deciding what happens to the family home, and checking a settlement leaves you able to live on it.
After a bereavement
Survivor benefits, inherited pensions, probate and inheritance tax, and rebuilding around one income.
Self-employment
Pensions with no employer contributing, protecting an income that stops when you do, and planning an eventual exit.
Worth doing before you speak to anyone
Common questions about advisers in Cambridge
How do I find a financial adviser in Cambridge?
Every adviser we list for Cambridge covers the CB postcode area and is authorised by the Financial Conduct Authority. You can read their profile on this page and make a free enquiry, or search a specific postcode on our main directory if you are on the edge of the area. Whether you search for a financial adviser, a financial advisor or a financial planner, check that they are FCA-regulated before you share anything.
Which areas near Cambridge are covered?
The CB postcode area also takes in Ely, Newmarket, Royston, Haverhill and Saffron Walden. Advisers listed here generally work across the whole area rather than only in Cambridge itself, and much of the work can be done remotely.
Do I need to be in Cambridge to use an adviser listed here?
No. Most advisers now work by video call as readily as in person, so the practical question is usually whether you want to meet face to face rather than how far away they are. If you would prefer someone closer, tell Helena your postcode and she will tell you honestly what the nearest option is.
What will it cost?
Making an enquiry through Helena is free and carries no obligation. Advisers set their own fees — hourly, fixed-fee or a percentage of what they manage — and should explain their charges clearly before you agree to anything.