Financial Adviser in Cambridge
Cambridge Wealth,
Planned with Clarity
Capel Alley Wealth Management offers financial advice and planning to professionals, business owners and families across Cambridge and Cambridgeshire. From share options and university pensions to long term portfolios, we help you make the most of what you have built.
Capel Alley Wealth Management offers financial advice and planning to professionals, business owners and families across Cambridge and Cambridgeshire. From share options and university pensions to long term portfolios, we help you make the most of what you have built.
UK Top 100 Financial Adviser 2025
UK Top 100 Financial Adviser 2025
FCA Regulated Advice
FCA Regulated Advice
Free Consultation
Free Consultation
Serving Cambridgeshire
Serving Cambridgeshire
Remote Video Meetings
Remote Video Meetings
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Whether you work in Cambridge’s science and tech sector, run your own business or are getting ready to retire, we are ready to listen and help, wherever you are.
Whether you work in Cambridge’s science and tech sector, run your own business or are getting ready to retire, our advisers are ready to listen and help, wherever you are.
Financial Planning in Cambridge, Wherever You Are
Cambridge has one of the most distinctive economies in the UK. Life sciences, technology and the university mean many people here have finances that don’t fit a standard template: founders holding equity, academics with valuable pensions, and professionals whose pay includes share options. Good financial advice in Cambridge needs to understand all of that.
We work with clients across Cambridge and the wider county, including Ely, Huntingdon, St Ives and St Neots. From founders planning an exit to families protecting what they have built and retirees seeking sustainable income strategies, we bring the same care and attention to every conversation.
Our offices are in Surrey and London, around two hours from Cambridge, so most of our Cambridge clients meet us by video. It works just as well as sitting across a desk: we share everything on screen, take our time, and you never have to leave home or the office. If you would rather meet in person, you are always welcome at either office.
Cambridge has one of the most distinctive economies in the UK. Life sciences, technology and the university mean many people here have finances that don’t fit a standard template: founders holding equity, academics with valuable pensions, and professionals whose pay includes share options. Good financial advice in Cambridge needs to understand all of that.
We work with clients across Cambridge and the wider county, including Ely, Huntingdon, St Ives and St Neots. From founders planning an exit to families protecting what they have built and retirees seeking sustainable income strategies, we bring the same Chartered expertise to every conversation.
Our offices are in Surrey and London, around two hours from Cambridge, so most of our Cambridge clients meet us by video. It works just as well as sitting across a desk: we share everything on screen, take our time, and you never have to leave home or the office. If you would rather meet in person, you are always welcome at either office.
Why Choose Us
Wealth Management for Cambridge’s Innovators and Families.
Wealth Management for Cambridge’s Innovators and Families.
Pension Advice in Cambridge
Your Pension, Explained.
Cambridge careers often come with pensions that need a closer look. These are the questions we hear most.
01
I'm in the USS pension scheme. Do I need advice?
USS is a valuable scheme that combines a defined benefit section with a defined contribution section once your salary passes a threshold. Many academics and university staff are unsure how the two parts fit together, whether to pay in extra, or how USS sits alongside their other savings. A review helps you see the full picture.
02
Should I transfer out of a final salary pension?
03
How do share options and pensions work together?
04
Am I affected by the tapered annual allowance?
05
Can you advise me if I live in Cambridge?
Pension Advice in Cambridge
Your Pension, Explained.
Cambridge careers often come with pensions that need a closer look. These are the questions we hear most.
01
I'm in the USS pension scheme. Do I need advice?
USS is a valuable scheme that combines a defined benefit section with a defined contribution section once your salary passes a threshold. Many academics and university staff are unsure how the two parts fit together, whether to pay in extra, or how USS sits alongside their other savings. A review helps you see the full picture.
02
Should I transfer out of a final salary pension?
03
How do share options and pensions work together?
04
Am I affected by the tapered annual allowance?
05
Can you advise me if I live in Cambridge?
Pension Advice in Cambridge
Your Pension, Explained.
Cambridge careers often come with pensions that need a closer look. These are the questions we hear most.
01
I'm in the USS pension scheme. Do I need advice?
USS is a valuable scheme that combines a defined benefit section with a defined contribution section once your salary passes a threshold. Many academics and university staff are unsure how the two parts fit together, whether to pay in extra, or how USS sits alongside their other savings. A review helps you see the full picture.
02
Should I transfer out of a final salary pension?
03
How do share options and pensions work together?
04
Am I affected by the tapered annual allowance?
05
Can you advise me if I live in Cambridge?
Testimonials
Client perspectives on working with us.
From business owners planning retirement to families shaping their financial future, we offer trusted guidance at every step.
From business owners planning retirement to families shaping their financial future, we offer trusted guidance at every step.
Shaped by your ambitions
