From your initial free of charge consultation meeting with your Cambrian adviser, we continue to develop our knowledge of your financial goals and personal circumstances. Over the years (we still advise clients who we first met in the 1970s), we monitor the progress toward the achievement of your goals and refocus when there are changes - e.g. a new child, a new home, or receiving an inheritance. We've been around for over 40 years and our advisers have over a century of industry experience between them.
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About Us
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Based in Hawarden, North Wales (near Chester), since 1998, Cambrian has since grown considerably and has taken on more financial advisers and support staff to maintain the high level of service which is at the core of the business. Roger and wife Norma, Financial Director at Cambrian, play an active part in the day to day running and continued growth of the business.
The Team
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We have a team of financial advisers and support staff that cares about giving clients the best possible financial planning service and always ensures that everything runs as smoothly as possible. As a result, we have built up an excellent reputation and a bank of loyal clients throughout the North West and Wales, some of whom have been with Cambrian Associates for over 30 years.
Our Services
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We provide holistic, independent, face-to-face financial advice for individuals, businesses and Trusts on investments, savings, retirement planning, non-investment insurance and mortgages. We also strive to "add value" and offer advice on wills and taxation.* Our goal is to take you from your current situation to the achievement of your financial objectives and to provide independent advice of the highest quality to all clients.
Documents and Literature Library
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Your adviser may ask you to complete an "attitude to risk questionnaire" which will help us understand what level of investment risk is suitable for you. If you are about to retire, our Guide on Your Retirement options sets out the various options available. Speak to us for advice if you are unclear on any of the options.
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