Cambridge Managed Portfolio Service
Introducing Cambridge Investments Limited
Cambridge Investments Limited is an established discretionary investment manager. Since the 1970’s we have been managing clients’ assets through multiple business cycles, experiencing a wide range of economic and market conditions over the years.
Cambridge Investments Limited was acquired by Perspective Financial Group Limited in 2008, a national firm of Financial Advisers, which has enabled us to grow our assets under management significantly
Our aim is to bring quality discretionary portfolio management services to a wide range of investors. We work closely with our financial advisers colleagues to understand their clients’ needs, while keeping our investment management costs low – just 0.24% per year including VAT.
Our discretionary investment management services are entirely platform-based. Our work in managing portfolios, to meet our investors’ aims, risk profiles and investment style is available to private clients, trusts and pension funds.
Lead Investment Advisor
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
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656