Securing your future for yourself, your family or your business is one of the most important steps you will ever take and careful planning alone is not enough. Unless the plans are acted upon and reviewed regularly, changes in your circumstances or the effects of inflation may erode their value.Cambridge Wealth Management specialises in offering expert advice in a wide range of important areas which include investment planning, inheritance tax planning, pension planning and protection planning. With a wealth of advanced financial planning tools at our disposal, we are well equipped to provide the highest calibre of advice to our clients.We work hard to build trusted relationships with our clients and pride ourselves on providing the highest level of service, ensuring that financial solutions are delivered with utmost professionalism and integrity.In addition to our expertise, we have links with other professional bodies including solicitors and accountants, thus enabling us to offer you a holistic wealth management service designed to meet both your short and long-term needs.Specialties:• Bespoke financial planning• Pension Planning & Retirement Planning• Advanced tax and investment planning• Offshore Investment and trust planning• Tax Advantaged Investment Planning• Trust and estate planning• Individual and business protectionAdditional Qualifications:• Pension Transfers Specialist - CII Level 6 Award in Regulated Pension Transfer AdvicePlease feel free to connect with me to see how we can help:Email: tom.maxwell@sjpp.co.ukTel: 07920440826Website: https://partnership.sjp.co.uk/cambridgewealth/The value of your investments can go down as well as up. You could get back less than invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.Trusts are not regulated by the Financial Conduct Authority.Cambridge Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).Cambridge Wealth Management (Chris Bullen) is a registered trading name of Cambridge Wealth Ltd. FCA Number 484175. Address: 8200 Beach Road, Cambridge Business Park, Waterbeach, Cambridge CB25 9TLSJP Approved 06/11/2024