We are a firm of financial advisers based in Cambridge, UK. We provide advice to both individuals and companies on many aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
Where you have a complaint or dispute with us and we are unable to resolve it to your satisfaction then you may have access to the Financial Ombudsman Service. Please see the link below for further details.
Testimonials
I recently worked with Neil as my mortgage advisor, and I couldn’t be happier with the experience. Neil was professional, knowledgeable, and genuinely dedicated to helping me secure the best mortgage deal. I highly recommend him to anyone looking for a top-notch mortgage advisor!
Neil and Rachel were absolutely fantastic helping me through the process of buying my first house. I was really impressed at the deal that Neil was able to secure for me and would definitely seek his help if I was to move again,
Neil Robinson and his assistant Rachel were amazing! Super approachable and always responded to emails and phonecalls very quickly. They sorted out the mortgage for our first home and made the whole process extremely easy on us. They found us the best deal and to be honest did most of the work for us for the application. They also helped us sort out life insurance but without pushing products on us in any way. Can't recommend enough!
