Newly merged financial advice firm hits the market
Independent financial advisory firms Bradley Nuttall and iQ2 Private Wealth have merged into Cambridge Partners.
Cambridge Partners said leveraging Bradley Nuttall’s 23 years of experience in personalised financial advice, the firm has a unique outlook on financial planning, offering evidence-based investment approach to its clients.
Cambridge Partners Founder Jacob Wolt said: “Independence, integrity and transparency are of utmost importance when advising our clients. We’ve both developed an enduring investment philosophy based on leading edge academic theory and research and we are both fee only, which means that we do not accept commissions from any investment products.
“This merger enables us to join forces to bring expert, independent and transparent financial advice to even more people across New Zealand,” Wolt said.
Cambridge Partners said it will offer a nationwide service.
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Cambridge Partners said leveraging Bradley Nuttall’s 23 years of experience in personalised financial advice, the firm has a unique outlook on financial planning, offering evidence-based investment approach to its clients.
Cambridge Partners Founder Jacob Wolt said: “Independence, integrity and transparency are of utmost importance when advising our clients. We’ve both developed an enduring investment philosophy based on leading edge academic theory and research and we are both fee only, which means that we do not accept commissions from any investment products.
“This merger enables us to join forces to bring expert, independent and transparent financial advice to even more people across New Zealand,” Wolt said.
Cambridge Partners said it will offer a nationwide service.
Related stories:
Online chat key for client relationships
Bank turnaround times have worsened, say half of advisers
