Cambridge Managed Portfolio Service

Introduction

Thank you for considering an investment with Cambridge. I am the lead Investment Adviser to the managed portfolio service of Cambridge and also the CEO of Tatton Investment Management.

Tatton Investment Management is a leading discretionary portfolio investment manager in the UK with over £5 billion of asset under management.

It’s our job to manage the money of private investors and we take that responsibility very seriously – with each and every investment decision we make on behalf of clients. This is why we follow a proven investment process that is rigorous and disciplined and is designed to capture the investment returns that are available worldwide to meet the goals of our investors within the risk boundaries they, with the help of their advisers, have determined to best suit their circumstances and investment objectives. 

We are delighted to be working with Cambridge and to help manage the investments of its clients. As you can see from the brochure our investment management process can cater for the needs of virtually all investors – and we hope that you will trust us to manage your investment portfolio too.

About

Registered in England and Wales No: 1370458. Registered Office: Paradigm House,
Brooke Court, Wilmslow, Cheshire, SK9 3ND.

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

www.financial-ombudsman.org.uk

Contact

Address

CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD

Telephone

01223 365 656

Email

enquiries@cambridgeinvestments.co.uk