At Cambria Wealth Management we provide chartered financial advice to individuals, families and businesses.
We offer face to face advice, focusing on outcomes that are tailored to meet your financial objectives, allowing our clients to focus time on their family or business.

Within our practice, we have over 70 years experience in advising clients on all financial matters, so we can deliver peace of mind for the financial future through building long term, trusting relationships. Both of our Managing Partners hold the Chartered Fellow status, the highest level of qualifications and experience in our industry.

Some of the areas we cover are:
- Retirement Planning, including Defined Benefit Pension Transfers
- Investment Planning for you and your family
- Protecting you and your estate
- Inheritance Tax planning and advice
- Tax Efficiency for Self Employed and Businesses Owners

Please feel free to connect with us on LinkedIn, or contact us via our website www.cambriawealth.co.uk for a no obligation meeting.

Background: Cambria Wealth Management accepted the invitation to join St. James's Place in 2016, as the work ethic, values and integrity that underpin the St. James's Place brand are very much aligned to theirs. Working with St. James's Place Wealth Management is an ideal opportunity for Cambria to continue to provide clients with outstanding service, with the additional support of the exclusive St. James's Place Investment Management Approach. Furthermore, our advice is backed by the St. James's Place Advice Guarantee.

Cambria Wealth Management

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