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    Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.

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    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.

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    There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money.

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    Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser.

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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family.

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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Back
  • Home
  • Our Company
  • Services
    • Financial Planning
      • Introduction To Financial Planning
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Savings & Investments
      • Introduction To Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
  • Useful links
    • Research Links
    • Market Data
  • Contact Us
  • Investment Trusts
  • Investment Trusts
  • Investment Trusts
  • Investment Trusts
  • Investment Trusts
  • Investment Trusts

where we are

01223 620026
Milton Hall
Ely Road
Milton
Cambridge CB24 6WZ

Hannah@cambridgefinancialservices.co.uk

    Cambridge Financial Services Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (https://register.fca.org.uk/s) under reference 541885.

    Auto-Enrolment, Tax Planning, Trusts, Employee Benefits and Estate Planning are not regulated by the Financial Conduct Authority.

    The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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