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.