Ad Valorem Service
Our Investment Committee
The Investment Committee convenes quarterly to determine that the asset allocation meets the strategic objectives of each strategy, taking account of prevailing economic and investment market conditions. Agreed asset allocation and / or fund selection changes are then progressed on a discretionary managed basis. This means that investors provide their authority for funds to be switched within their own portfolio, without their prior consent, in order to align their holdings with the agreed strategy.
All portfolios are benchmarked to recognised industry standards and accordingly peer performance can be assessed over time.
Our Investment Committee

Derek Baptist
Perspective Financial Group Ltd Chief Investment Officer

James Bruce
Investment Manager Cambridge Investments

Ian Wilkinson
Perspective Financial Group Ltd Chief Executive Officer

Ceri Robbins
Director, Perspective (Midlands & Cheshire) Ltd
About
Registered in England and Wales No: 1370458. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
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
www.financial-ombudsman.org.uk
Contact
Address
Nine Hills Road, Cambridge, CB2 1GE
Telephone
01223 365 656
enquiries@cambridgeinvestments.co.uk
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.