Fee-Based Financial Planning

We do not look for short-term gains like many firms. We wish to work with motivated individuals who are serious about managing their wealth, who appreciate the value of what we do and who wish to maintain a long-term working relationship. Our clients benefit because they know they retain the services of a trusted adviser, someone they can call on whenever the need arises. Our clients tell us they want regular contact with no pressure to buy. They can discuss any area of financial planning without the fear of being sold a 'policy' to remunerate their Consultant.

Whilst we concentrate on all the established areas of financial planning such as Tax Reduction, Financial Independence, Succession and Estate Planning, as well as Investments and Pensions, we are not transaction-based. As fee-based planners we work on a consultancy basis with our clients without bias, whilst understanding the subtle nuances of their private and business lives.

Being fee-based is an essential part of the way in which we work with clients. As professional advisers, we want to be able to review individual circumstances objectively, not for the commission it will generate. We therefore believe the integrity and the transparency of a fee-based approach is central to our long-term and trusting relationship with clients.

The Client Agreement sets out who we are and what we do and complies with the Financial Services Authority requirements and EEC Directives.

We always offer a no obligation initial meeting at our expense. To arrange a meeting or to obtain further information please email contact@cameronchase.com or call 0844 477 3213.