Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Cambridge (out of 715)

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86 reviews

14 recent reviews

4.9 out of 5

Henry Metcalf

Golden Oak Wealth Management

86 reviews

14 recent reviews

Top Rated 2024

Henry Metcalf

Golden Oak Wealth Management

0122 326 9681

I am a Chartered Wealth Manager, and founder of Golden Oak Wealth Management. I have worked in the Financial S...

I am a Chartered Wealth Manager, and founder of Golden Oak Wealth Management. I have worked in the Financial Services industry for over 15 years, providing Independent Financial Ad...

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Cambridge (0.44 miles away)

Independent Financial Adviser

Verified since February, 2018

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

Top Rated 2024

17 reviews

17 recent reviews

5 out of 5

Joe Jackson

Spiritus Wealth

17 reviews

17 recent reviews

Top Rated 2024

Joe Jackson

Spiritus Wealth

0122 326 9176

We build financial plans for people who don't want to run out of money, using cutting edge, best-in-class fina...

We build financial plans for people who don't want to run out of money, using cutting edge, best-in-class financial planning technology, evidence-based portfolios and fixed-fee pla...

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Cambridge (0.60 miles away)

Restricted Financial Adviser

Verified since December, 2023

Free one hour initial consultation

Savings/pensions: Over £500,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Insurance & Protection

Top Rated 2024

3 reviews

3 recent reviews

5 out of 5

Richard Fearn

Betterment Wealth Limited

3 reviews

3 recent reviews

Richard Fearn

Betterment Wealth Limited

0122 326 9915

I help individuals, families, and small businesses plan for their financial future. My clients benefit from cl...

I help individuals, families, and small businesses plan for their financial future. My clients benefit from clarity on their finances and actions required to meet their financial o...

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Cambridge (0.89 miles away)

Independent Financial Adviser

Verified since August, 2024

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Equity Release

Insurance & Protection

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39 reviews

10 recent reviews

5 out of 5

Mohamed Khalafalla

Just Mortgages Direct Limited

39 reviews

10 recent reviews

Mohamed Khalafalla

Just Mortgages Direct Limited

0330 038 8942

I offer all of my clients a totally personalised and professional service in all aspects of their mortgage. Wh...

I offer all of my clients a totally personalised and professional service in all aspects of their mortgage. Whether it be a full involvement in the purchase of a new property (incl...

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Cambridge (8.11 miles away)

Limited Mortgage Adviser

Verified since September, 2020

Mortgage value: Any level

Services offered:

Mortgages

Insurance & Protection

10 reviews

10 recent reviews

4.9 out of 5

Rebecca Lucas

Liora Wealth

10 reviews

10 recent reviews

Rebecca Lucas

Liora Wealth

0122 326 9915

I am an independent financial adviser with over 20 years experience. I want my clients to be wealthy - whateve...

I am an independent financial adviser with over 20 years experience. I want my clients to be wealthy - whatever wealth means to them. Wealth isn't just a number on a financial stat...

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Cambridge (5.37 miles away)

Independent Financial Adviser

Verified since March, 2024

Free 30 minute initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Pension Transfers - Non Specialist

Inheritance Planning