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Midsummer Wealth

Cambridge, United Kingdom (UK) · Finance and Banking

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Midsummer Wealth is a Finance and Banking company based in Cambridge, United Kingdom (UK), founded in 2025, with 2-10 employees. Midsummer Wealth's profile is verified on Enterprise League.

Overview

Midsummer Wealth is a Cambridge-based independent financial planning firm dedicated to providing clarity and confidence in your finances. We specialize in helping individuals and families navigate complex financial decisions, from pensions and retirement planning to investments and tax strategies. Our approach centers on building genuine human connections, combining deep technical expertise with empathetic guidance to create tailored plans aligned with your unique goals and priorities. As an Appointed Representative of Best Practice IFA Group, we benefit from robust compliance, training, and technology support, allowing us to focus on delivering exceptional client service. We are committed to being a trusted partner, supporting you through every stage of life and ensuring your financial future is secure.
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Contact Details

+4401223210210
hello@midsummerwealth.co.uk

Cambridge, United Kingdom (UK), The Quad

Founded

2025

Company Type

Private Limited Company

Employees

2-10

Categories

Financial Services
Finance

Awards

• 2026 OpenSee all

Services

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Investments and Wealth Management
Financial Services

We provide expert investment advice and wealth management services to help you grow your assets and achieve your financial goals. We consider your risk tolerance, time horizon, and objectives to create a diversified portfolio tailored to your needs.

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