What We Do
As Chartered Financial Planners, Cumberland Place offer a totally holistic approach in the services we deliver to our clients. Whether you require investment management, advice or other services, Cumberland Place are uniquely positioned to provide you with what you need.
We offer you a choice in the way in which we manage your invested funds, either through discretionary or advisory management service.
This investment offering is unusual, as many firms offer only one or the other option, to suit their particular business model. However, here at Cumberland Place we work with you to find the best investment approach to suit your needs, rather than ours. In addition, we offer you a range of financial planning services to help you achieve your objectives.
This includes pension advice and retirement planning, investment management, Inheritance Tax mitigation, Court of Protection services and many others. Check out our other pages for more details.
Cumberland Place and 1825
We announced in January 2018 that Cumberland Place was to be acquired by 1825, the national financial planning firm owned by the Standard Life Aberdeen Group. The FCA has now given regulatory approval and as of 6th April 2018 we are now wholly owned by 1825.
We believe that 1825’s ethos and culture largely mirror our own where the client has always been at the heart of everything we do and this will very much continue to be the case. Cumberland Place adds to 1825’s presence in London and we will continue to serve clients from our office in Holborn Circus.
We will continue to provide high quality financial advice for our existing and new clients, and build stability and security for both clients and colleagues.