Cambridge Wealth Management Limited
Financial Services • 
Cambridge, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Cambridge, England, United Kingdom |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Pensions, Retirement Planning, Wealth Management, Sipps, Employee Benefits, Inheritance Tax Planning, Income Protection, Investment Planning, Private Medical Insurance, Ssass, Life Assurance And Critical Illness, Key Personnel & Shareholder Protection |
| Founded | 2009 |
| Employees | 1-10 |
Key Contact at Cambridge Wealth Management Limited
Stuart Colman
Owner
Cambridge Wealth Management Limited Email Formats
Cambridge Wealth Management Limited uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@cambridgewealth.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@cambridgewealth.co.uk | 100% |
About Cambridge Wealth Management Limited
Cambridge Wealth Management launched on June 1st 2009 to provide independent financial advice to companies, trusts and private individuals. The Managing Director of Cambridge Wealth Management is Stuart Colman who has over 18 years experience as a financial adviser. After 8 years of service, Stuart recently left a major regional firm of independent financial advisers where he was an Associate Director. Stuart provides advice to Company Directors regarding business protection, Directors pensions, and employee benefit packages. He also provided advice to individuals specialising in retirement options, investment planning and Inheritance Tax avoidance methods. Stuart’s reputation is built upon the core values of trust and long term commitment. He offers a personalised service and a close, friendly, but professional relationship with his clients. To understand your needs, we listen and offer jargon-free advice on your current circumstances and make positive recommendations to help build and protect your financial future. Stuart’s experience and expertise allows Cambridge Wealth Management to offer complete financial advice, including: Self-invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs). Pensions for directors, the self-employed and employees. Pre- and post-retirement planning. Employee benefits. Key personnel and shareholder protection. See specialities for full list.
Cambridge Wealth Management Limited revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cambridge Wealth Management Limited has never raised funding before.
Belgium
Denmark
United States
Iran, Islamic Republic of
Frequently asked questions
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