Managing investment portfolios, built around investors' aims, risk profiles and investment style.
Welcome to Cambridge Investments Limited
Cambridge Investments Limited (“Cambridge”) is a discretionary Portfolio manager currently managing client funds for the Perspective Financial Group. Cambridge Investments Limited has been managing client assets since 1971 and has been proudly part of the Perspective Financial Group since 2008.
Cambridge provides a portfolio management service that compliments the financial advice provided by the team of financial advisers within the Perspective Financial Group. We have a team of expert, experienced portfolio managers and investment specialists complemented by experts from our strategic partner, Tatton Investment Management Ltd. Cambridge provides a range of tailored investment management services that combine your investments into one low cost, fully diversified, risk-rated investment portfolio. So, whether you’re seeking long term growth, regular income, or ethical investments, your portfolio will feature a blend of funds, working together to help achieve your investment goals.
The investment solutions provided by Cambridge are accessed via your local financial adviser at Perspective Financial Group. To find you local Perspective financial adviser, please click here.
Registered in England and Wales No: 1370458. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656