Cantab acts for private clients providing wealth management services for Partners in the leading legal and accountancy firms, entrepreneurs, senior executives and family offices.
Financial planning and the structuring of investments can be of great importance in the overall returns achieved on portfolios.
Cantab’s professional staff are trained in tax planning, retirement planning, financial structuring and investment management.
Multi-disciplinary knowledge provides clients with efficient and effective advice and implementation.
Within Cantab, there are Chartered Accountants, Chartered Financial Planners, Chartered Wealth Managers and Chartered Financial Analysts. Weekly meetings for professional staff ensure that all are kept up to date with the latest thinking, technical developments, regulation and legislation.