About us

Integrity

Integrity and transparency in all that we do.

Independent

We are independent, meaning that our advice is truly unbiased and tailored to you.

Experience

We are a highly respected financial planning firm with many client relationships going back over 25 years.

Trusted

We seek to gain the trust of clients through an ethical and principled approach that delivers client objectives.

OUR TEAM

IMG_4878_edited_edited.jpg

Sampson Marino

 

DipPFS CII, (DM)

 Adviser

sampson@cfawealthmanagement.com

Sampson has been working with the firm now since 2016 & recently gained his qualifying status with Chartered Insurance Institute.

 

He brings Insight and youthful energy to the firm and is looking to build connections with like minded millennials to discuss and advise on both traditional as well as new Fintech solutions for financial planning and wealth management.

 

Sampson has a great passion for golf and studied in Florida where he fulfilled a dream of his to play for his university team. One day he would love to take a client out to play a round of golf.

RB Photo bw.jpg

Robert Byrne

DipPFS CII, (MP, DM)

Director & Head of Wealth Management

robert@cfawealthmanagement.com

Having worked in financial services for more than 25 years, Robert is well respected within the wealth management industry in Cambridge. He founded Blenheim Investments before setting up RBI to focus on growing demand from clients requiring tailored wealth management solutions. 

Robert brings immense knowledge and insight to wealth management, and is committed to offering ethical, thoughtful, effective and results based outcomes for clients. 

Robert holds the CII Diploma in Regulated Financial Planning and the Certificate of Discretionary Investment Management. Robert is married with two children, lives in Cambridge and in his spare time enjoys, golf, music and the arts.

deb pic.jpg

Deborah Lovett

 

DipPFS, CertPFS (Securities)

Office Manager & Adviser

deborah@cfawealthmanagement.com

A highly effective office manager with over 20 years’ experience running back-office systems and all aspects of client portfolio management, research and customer service.

 

Deborah is a well-respected and trusted member of the team with responsibility for providing customer service, governance, good practice and the efficient running of the business. 

Deborah holds the Diploma in Regulated Financial Planning and has an interest in estate planning as well as investment research. 

Deborah lives near Cambridge has two daughters and has a passion for all things scientific and the natural world.