With deep experience in financial planning and investment management, our Cambridge team has served the local area for many years and has built a strong reputation for providing a high-class professional service in Cambridge and its surrounding areas.
While each person’s needs are different, common concerns include inheritance tax planning, generating an income in retirement, growing investments for specific or general future needs, and managing the tax payable on investments. We offer clear and personalised advice tailored to each client’s unique circumstances and attitude to risk.
We take pride in building enduring and trusting relationships with our clients, founded on a deep understanding of their values, ambitions, and individual needs. By working closely with you, we can help you achieve your goals and ensure peace of mind, knowing you have the support you need to help you meet your financial commitments, support your current lifestyle, and protect and plan for your future.
We are also proud to be active in the wider Cambridgeshire community, supporting events such as the Cambridge City Fireworks Display and sponsoring all the junior teams for Cambridgeshire County Cricket.
What RBC Brewin Dolphin can do for you
The Cambridge team specialise in providing an exclusive service for clients with complex requirements, centred around the idea that no two clients are alike.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
How to get to the office
Our office is located in the heart of Cambridge’s new business district, directly opposite Cambridge railway station.
By Train
We are a very short walk from Cambridge Railway Station. When exiting, walk straight ahead, cross over Station Road opposite the Clayton Hotel.
By Car
Parking is available on site for all our clients but must be booked in advance. Please let us know and we will arrange this for you. Please use postcode CB1 2JH.
By Bike
There are plentiful bike racks outside of the building but if you require something more secure, we can provide storage inside the building. Please let us know and we will arrange this for you.
Key Contacts
Private Client
Patrick Lance
Head of Office for Cambridge
Heba Majeed
Wealth Executive
Jannine Warwick
Office Manager
William Quantrill
Wealth Director
John Fletcher
Wealth Director
Intermediaries
Ross Slater
Business Development Manager
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Find out how we can help guide your wealth journey.