Cameron and Company

Call 01684 891 768

advice@candcfp.co.uk

chartered financial planner
cameron and company

Our Approach

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives. Cameron and Company Financial Planning Ltd focus on flexibility, offer a wide range of investment options and different price structures to choose from. We provide independent financial advice to both individuals and businesses on a fee or commission basis, our initial consultation is usually free.

The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved. We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:

1. Initial meeting and review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.

2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.

3. Analysis and research - We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.

4. Presenting a financial plan and recommendations - We will present you with a comprehensive financial report to be discussed and refined as required.

5. Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.

6. Forward planned regular reviews - We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances. Where investments are concerned, we normally provide our clients with quarterly or six monthly valuations depending on their preferences.

This process has to be underpinned by a joint commitment from both ourselves and our clients in order to ensure the successful completion of their financial goals.

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Get In Touch

3 Nimrod House,
Sandys Road, Malvern,
Worcestershire,
WR14 1JJ

Tel: 01684 891 768
Fax: 01684 450 023
Email: advice@candcfp.co.uk

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