Address: Crystal House, Buckingway Business Park, Swavesey, Cambridge, CB24 4UL
Phone: 01954 233650
Gibbs Denley Financial Services have been providing high quality financial and investment advice to clients across East Anglia since 1990.
In November 2018, we were ranked Number 13 of the Top 100 Financial Advisers by the Financial Times’ FTAdviser Magazine.
New Model Adviser Top 100 2018We are dedicated to providing:
High standards of customer service
Professional advice tailor-made for your personal circumstances
Long-term relationships that benefit you
David Ellis, director, says: It is important that financial advisers explain relatively complex financial decisions in a way that the client understands. We shouldn’t be making the decisions for them, but rather educating and empowering them so they can be confident that they’ve made the right choice for themselves.
We have a holistic approach to your financial plan, which involves taking a look at a broad view of your situation, including your financial goals and objectives. We work with individuals, families, and corporate clients.
Initial meeting at our cost
We understand the importance of trust in financial planning, so we offer a no-obligation initial meeting at our cost for all new clients. In this meeting we will discuss your circumstances, needs and priorities before providing a report with a bespoke set of recommendations.
Retirement Planning helping you to maximise your assets to ensure you have the retirement income you will need.
Pensions from advice on existing pensions to setting up a new pension, for individuals or corporate clients.
Wealth Management for those with significant assets, we offer a wealth management service.
Tax Planning we have the expertise to assist with your Income Tax and Inheritance Tax planning to minimise your tax liability, including Capital Gains Tax. We proactively make use of all appropriate investment and tax allowances to ensure your money is performing at its best.
Protection from income protection for individuals, to business protection for corporate clients, we can help you.
Our service is tailored to the individual needs of each client, but will largely follow the process laid out below.