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Financial Advisors in Ely

List of financial advisors & consultants in Ely. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Also showing results from nearby areas to give you more options.
Absolute Sense

Absolute Sense

Ely, Cambridgeshire, East England, CB7 4LS (0.07 ml)

Once again there are more Government changes regarding pensions. In this respect Absolute Sense are offering a FREE complimentary Auto Enrolment seminar for leading business people. The seminar will last around 50 minutes and is open to questions at the end. It will be held in the boardroom at Poets House Ely at 11.00 am. less

Jobstream Group

Jobstream Group

Cambridge, Cambridgeshire, East England, CB4 0WS (12.33 ml)

Jobstream Group is the leading independent specialist provider of integrated trust management software for the offshore financial services industry. Our software, Jobstream 9, is used worldwide by over 60 trust companies, family offices, banks and similar organisations in numerous jurisdictions as a business platform for trust and company administration, and for accounting and practice management. less

Money Matters

Money Matters

Cambridge, Cambridgeshire, East England, CB4 3BS (14.21 ml)

Founded in 1984, the business has grown organically and by acquisition and now manages over £300 million for our clients. At Money Matters we provide comprehensive advice to ensure that you make the right financial decisions. In an increasingly complex world we aim to give advice that is clear, unambiguous and importantly jargon free. less

Matrix Financial

Matrix Financial

Cambridge, Cambridgeshire, East England, CB5 8DT (14.39 ml)

Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2006 to the newly formed business, Matrix Financial. In 2013, an Investment and Pension office was established in Haverhill (Suffolk). Also an additional Mortgage office in Burwell (Cambridgeshire). less

FPSS Cambridge

FPSS Cambridge

St Ives, Cambridgeshire, East England, PE27 3WJ (14.62 ml)

Your success is our goal and we are addicted to bringing success to our clients. We are a complete and extensive 'round table' team, combining entrepreneurial experience, wide ranging financial talent, strategic foresight, proven wealth strategies, effective legal advice and extensive operational 'know how', passionately focused on your goals and success. less

N W Brown Group

N W Brown Group

Cambridge, Cambridgeshire, East England, CB2 1DB (14.94 ml)

As one of the leading financial services groups in East Anglia we provide expert, bespoke, professional advice to personal and corporate clients in the Eastern region and beyond. Whilst all our clients are different, they all enjoy the benefits that only truly independent advice can bring. We are able to cover the entire market and have the ability to access a complete range of investment options, products and advice. less

Cantab Asset Management

Cantab Asset Management

Cambridge, Cambridgeshire, East England, CB2 1NT (15.19 ml)

In Europe, the primary focus continues to be the Greek debt talks. By spending money from the public sector pension fund and local government funds, the Greek government has so far managed to avoid default. However, its reserves are rapidly diminishing. At this stage, though, talks continue, with t. less

Granta Financial Services

Granta Financial Services

Cambridge, Cambridgeshire, East England, CB3 9AW (15.48 ml)

Granta Financial Services is a firm of Financial Advisers which was established in 1995. With offices located in Cambridge and Huntingdon, we pride ourselves on being in the heart of the community, in terms of both geography and outlook. We often meet clients in their homes or at work, at hours to suit their schedules, but we also welcome visits to our offices. We work closely with other local professionals to deliver, together, a seamless service to you. less

Dartington Wealth Management

Dartington Wealth Management

Cambridge, Cambridgeshire, East England, CB1 7BN (15.52 ml)

Dartington Wealth provides impartial fee based independent financial advice and wealth management services to wealthy individuals, business owners, charities and trustees. We work alongside your other trusted advisers (solicitors, court appointed deputies, accountants and investment managers) to provide professional financial planning for retirement, during divorce, on investments, pensions, mortgages, inheritance tax and on how best to fund care needs in later life. We deliver imaginative and bespoke solutions to help you achieve your financial goals and objectives. As part of this process we aim to minimise your investment costs and the impact of taxation on your investments, so your money works harder for you. less

Almary Green Investments

Almary Green Investments

Wisbech, Cambridgeshire, East England, PE13 1NE (18.93 ml)

At Almary Green, we believe that good financial advice is all about you. It's about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security. We're independent financial advisers, so we're able to advise you on products from the whole of the market. In addition we have, as a firm, been awarded Chartered Financial Planners status - the gold standard in the industry. less

Ysobelle Edwards

Ysobelle Edwards

Bury St Edmunds, Suffolk, East England, IP28 8TL (19.8 ml)

Ysobelle Edwards offers remote-first business support to help founders reclaim their time and grow confidently. From marketing and content planning to HR, finance, and automation, we tailor flexible solutions for businesses of all sizes and sectors. Whether you're launching or scaling, we're here to support every step of the journey. less

Harrington Wright

Harrington Wright

Bury St Edmunds, Suffolk, East England, IP32 6AY (21.07 ml)

Martin Wright has been a financial adviser since 1990. Having obtained the necessary knowledge and advisory skills in the early years with the investment house Save & Prosper and then with the insurer Guardian Royal Exchange, Martin became an Independent Financial Adviser when he joined a national IFA firm in 1994. In 1997 Martin established his own IFA practice, Harrington Wright & Co and has been providing independent unbiased advice to clients ever since. less

Abbeygate Wealth Management

Abbeygate Wealth Management

Bury St Edmunds, Suffolk, East England, IP33 1BJ (21.64 ml)

We provide personalised, face to face wealth management advice to individuals, their families and business whether your requirement is to build capital, manage cash and borrowings or protect your wealth against risk. In addition to providing clients with the financial planning they require, we pride ourselves on keeping our clients abreast of current market affairs and events that could affect their financial future. less

Orchid Financial Services

Orchid Financial Services

Peterborough, Cambridgeshire, East England, PE6 0TJ (22.06 ml)

As Independent Professional Financial Advisers we offer advice on a broad range of products and services to meet a multitude of financial needs. The Company, based in Peterborough, has over 50 years of combined experience in Financial Services dealing with both Personal Financial Planning and bespoke Financial Services to the Business Community. less

Shire Financial Services

Shire Financial Services

Haverhill, Suffolk, East England, CB9 8AR (23.22 ml)

Shire Financial Services Limited offers independent mortgage advice throughout Cambridgeshire, Hertfordshire, Suffolk and Essex. We are also authorised to provide advice and arrange non investment insurance for our clients. Our aim is to provide an individual service which is completely unbiased and driven entirely by your needs. We start by arranging an informal meeting to discuss your general requirements and concerns. less

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Most of the usual clients of a financial advisor in Ely would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Ely to help us get on the right pat. However, nowadays the clientele of a financial advisor in Ely is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Ely. A financial advisor in Ely is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Ely is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Ely.

Tip from a Financial Advisor in Ely: Take Bigger Risks

You are maybe thinking that a financial advisor in Ely in their right state of mind would never advise you on taking risks. However, the good financial advisor in Ely knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Ely would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Ely: Invest in Yourself

Another important tip from a financial advisor in Ely you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Ely will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Ely won’t get tired to tell you.

Tip from a Financial Advisor in Ely: Follow Opportunities

Like literary, a good and experienced financial advisor in Ely can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Ely knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Ely would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Ely and allow yourself all chances.