Additional information

Overview:

Cambridge Wealth Management is a member of the St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group. In addition to the experience and expertise provided by members of the St. James’s Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place Wealth Management products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.

We have had a successful career within the financial services sector over the past 30 years

Our careers started with one of the UK’s largest companies during which time we rose to become highly respected Consultants specialising in Investment, Inheritance Tax Planning, Long Term Care and Pension planning as well as Protection.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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