Cambridge Managed Portfolio Service
Always seeking opportunity
ONCE WE HAVE BUILT OUR PORTFOLIO STRATEGIES WE IMPLEMENT ‘TACTICAL ASSET ALLOCATION’. THIS MEANS KEEPING THEM AGILE AND ADAPTABLE TO MARKET CHALLENGES AS WELL AS MAKING THE MOST OF ANY INVESTMENT OPPORTUNITIES WE IDENTIFY.
We will actively monitor where your investment is, how it is performing and whether the combination of underlying funds owned remains the best investment choice. The asset allocation for each risk-rated portfolio is maintained within the set parameters.
We look to find opportunities to make the most of every investment.
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