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CB - Cambridge

IFG Financial
Services

35 Finance Ltd

Saga Financial
Planning

Independent Financial Advisor (IFA) in Cambridge

35 Finance Limited

Address: 8 Wellington Court, Cambridge, Cambridgeshire, CB1 1HZ
Telephone: 01223 351 856
Fax: 01223 351 848
E-mail: advice@35finance.co.uk
Visit our Web Site: www.35finance.co.uk

Contact: Dr Jeremy Davis (Financial Adviser)

About Us

35 Finance has its origins in Barr Ellison solicitors in Cambridge, where we have operated since 1997, providing financial services to Barr Ellison’s clients. In 2006 we incorporated as a limited company, in order to be able to offer the same services more widely. We believe the professional environment from which we derive allows us to provide a better service. We are fee-based, and so unbiased by considerations of commission. Our approach is professional and friendly, and our focus is on providing excellent service and investment performance for our clients.

Our Services

We offer the following services:

Financial Planning for private clients and small businesses.
Investment Portfolio Management.
Pensions advice.
Trust Review service.

Why choose us?

	We offer fee-based financial planning, specialist knowledge, and professional service.
	We offer clients secure online access to valuations of their holdings, and a wide variety of other useful information (go to www.35finance.co.uk for more details)
	We advise on the most appropriate asset allocation to meet the client’s objectives.
	We can advise on and arrange all types of investments including gilts, equities, unit trusts, OEICs, investment trusts, exchange traded funds (ETFs), life funds. We add value with our fund selection process, keeping costs down where possible, and making sure portfolios are tax-efficient.
	We are pension specialists, and can advise on pension transfers and consolidating pensions together, or splitting them, and offer specialist advice on SIPPs
	We offer a quarterly, half-yearly or annual review depending on your preference and the size of your portfolio and we will also provide valuations on request.
	We offer an advisory portfolio management service meaning that all investment decisions are made by the client, based on our advice. We help you to construct your portfolio, using a clear and transparent asset allocation model, based on your objectives and attitude to risk, with all transactions agreed with you first.
	We offer a Trust Review Service for existing and new Trusts, based on your objectives, communicating with trustees throughout and other professional advisers such as accountants or Trust Administrators.

Our website offers a more comprehensive explanation of our services, and even gives you the option to register your details online prior to our FREE initial consultation.

Please call on 01223 351856 for more information or alternatively visit our website at www.35finance.co.uk.

35 Finance Limited is authorised and regulated by the Financial Services Authority, and is a member of SIFA

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