Delivering Exceptional Services, Building Long-term Relationships
About Us
Cambrian Associates Limited is a well-established financial planning firm based in Hawarden, Cheshire. Founded over 40 years ago, we pride ourselves on providing holistic, independent financial advice to individuals and businesses in the UK.
Our Team of Experienced Advisers
Our team of highly qualified and experienced financial planners boast a combined century of industry expertise. We are dedicated to understanding your individual needs and aspirations, and tailoring our strategies to your unique circumstances.
Our Approach to Financial Planning
We take a holistic approach to financial planning, encompassing every aspect of your financial life. From retirement planning and investments to mortgage advice and estate planning, we provide comprehensive solutions to help you achieve your financial goals.
Tax & Estate Planning
- Review and optimization of your tax situation
- Estate planning solutions including wills and lasting powers of attorney
- Inheritance planning and capital gains tax mitigation
Retirement Planning
- Pension planning and maximization
- Tax-efficient drawdown strategies
- Retirement investment planning
Investments & Savings
- Comprehensive wealth management solutions
- Investment planning tailored to your risk appetite and financial goals
- Regular review and monitoring of your portfolio
Mortgages & Equity Release
- Mortgage affordability assessment and remortgaging options
- Equity release solutions for homeowners over 55
Pensions & Income Planning
- Comprehensive review of your existing pensions
- Guidance on claiming benefits and maximizing your income in retirement
Planning Ahead for Your Future
We believe in empowering our clients to take control of their financial future. We offer planning services for:
- Young adults: Starting your financial journey
- Families: Securing your financial future for your loved ones
- Business owners: Protecting your financial interests and growth
- Retirees: Transitioning to a secure and prosperous retirement
Why Choose Cambrian Associates Limited?
With over four decades of experience, we have honed our skills to provide exceptional financial guidance and prioritize client satisfaction. Our open and transparent approach ensures you are fully informed and involved in every step of the process.
Discover How We Can Help
Contact us today to schedule a complimentary consultation and discuss your financial goals with one of our experienced planners. Let us be your trusted guide on your journey towards financial security and success.
Overview of Reviews
The reviews of Cambrian Mortgage Services are overwhelmingly positive, with both reviewers awarding 5-star ratings.
Key Strengths
- Exceptional Customer Service: Both reviewers praised the helpful, supportive, and responsive nature of the staff, including John, Amy, and Jessica.
- Expert Knowledge: The reviewers were impressed with the team's fantastic knowledge, which helped them navigate the mortgage process with ease.
Review Highlights
The reviewers praised the team's ability to provide guidance and support throughout the mortgage process, making them feel informed and confident in their decisions.
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