Cambourne are a firm of Independent Financial Advisers who offer high quality strategic financial planning to individuals and businesses forming close working relationships that last for many years. Our clients are secured only through referral and recommendation and we advise them on pre and post retirement planning, and cover pensions, investments, protection and mortgage related issues.
We have a growing employee benefits division where we offer our service and support for our corporate clients who are looking to offer bespoke benefits packages to their employees. This includes advising on group plans such as group life cover, critical illness, dental plans and private medical insurance. Our corporate clients range from partnerships to large multi-national companies, however our service offering is consistent throughout.
Cambourne Financial Planning Ltd is Authorised and Regulated by the Financial Services Authority.
I started in Financial Services way back in 1985 straight from college and spent 12 years working for Clerical Medical Investment Group in a corporate administration capacity. On being made redundant and following maternity leave I joined Cambourne in 1997, becoming an adviser in 2001.
I have completed the Diploma in Financial Services which, from the end of 2012, is the minimum standard for financial advisers. But I haven't stopped there and am continuing to study with the ultimate aim of acheiving Chartered Status to demonstrate my commitment to financial services and to my clients.
On a personal level, I am married and have two sons who are growing up far too fast. As a family we enjoy many short breaks away in our caravan which is always an ideal time to crack open a bottle of wine and chill with a good book!
Thanks for reading my profile, and I hope to get to meet some of you over breakfast in the future.