Financial advisers in Cambridge

Our IFAs serving Cambridge provide a range of financial planning and advice services, including investments, pensions and tax planning.

Evening punting on the River Cam in Cambridge by David Martin Jackson

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Our nation-wide team includes financial planners serving Cambridge. They are passionate about helping people, just like you, manage their money more effectively.

Located on the River Cam, Cambridge is a university city and the county town of Cambridgeshire. The city is best known for its world-famous University of Cambridge,  which consistently ranks among the best universities in the world and is the world’s fourth-oldest surviving university, dating back to 1209. The University of Cambridge also has affiliations to more than 10% of all Nobel Prize winners since 1904 – more than any other institution in the world.

Aside from its academic credentials, Cambridge has also played a significant role in popular culture. Pink Floyd’s members Syd Barrett, Roger Waters and David Gilmour met at school in the city before forming their iconic band. Telegenic Cambridge has also served as a backdrop for many films and TV series including Chariots of Fire, The Theory of Everything, ITV’s Grantchester and even Pirates of the Caribbean: On Stranger Tides.

Amber River has a highly qualified team of independent financial advisers serving Cambridge. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Financial Advisers serving Cambridge

Here are just some of the faces and stories behind our financial advisers that serve Cambridge.

Kim Daley Director
Kim Daley

Financial Planner

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Cameron Truscott

Independent Financial Adviser

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Simon Harding

Chartered Financial Planner

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Sabrina Bailey Independent Financial Adviser and Mortgage consultant
Sabrina Bailey

Chartered Financial Planner

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Daniel Kern Chartered Financial Planner
Daniel Kern

Independent Financial Adviser

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Mike Greely Chartered Financial Planner
Mike Greely

Investment Director and Chartered Financial Planner

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Jon Anderson

Head of Advice and Chartered Independent Financial Planner

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Kyle McGill Financial Adviser
Kyle McGill

Chartered Financial Planner

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David Robertson
David Robertson

Chartered Financial Adviser

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Samantha Potter

Chartered Financial Planner

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Steve Henry Director
Steve Henry

Chartered Financial Planner

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Ed Gage

Independent Financial Adviser

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Peter Emery
Peter Emery

Principal, Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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