At each and every stage of our relationship with you, we do all that is possible to take away your concerns, exceed your expectations and give you guaranteed reassurance and peace of mind in your decision to use Cameron Chase. At every point, we want you to be 100% satisfied with the value and expertise you receive from our team.

When we meet…

The initial Meeting is designed to give you the opportunity to discuss your current situation, your future financial goals and your family’s needs. We are there to listen and provide input and advice to help you make the right decisions.

We can confidently guarantee that this meeting will represent a valuable use of your time. So much so that this meeting is at our expense.

Working with you, and your Financial Plan…

Once we have both made the decision to work together, then we will hold a series of meetings to collate, analyse and review your circumstances and prepare your Financial Plan.

Years of knowledge, weeks of analysis, hours of reading and pages of research are condensed and utilised to give you the most thorough and carefully, expertly considered financial guide. Your financial plan is an extraordinarily valuable document, which can be implemented by you.

We are so confident you will not find a more comprehensive wealth plan anywhere, if you don’t agree, return it and you owe nothing, we only want you to pay if you are 100% happy.

As detailed earlier we are committed to providing a long- term beneficial relationship with you which means providing you with an ongoing level of service that exceeds your expectations.

If anything we do falls short of your expectations, we guarantee that we will refund the total amount of retainer fees that you have paid to us in the preceeding twelve months, irrespective of our views.

Our commitment to you

You will always receive a friendly, courteous and responsive service from us.

We will act with integrity, honesty and openness in everything we do for and with you.

We will absolutely respect the confidentiality of our working relationship.

We expect to develop a long-term partnership with you, to help you to achieve your stated goals in the timeframes you require.

We will meet the deadlines we set. Where circumstances may be outside our control, we will let you know well in advance and also state the amount of expected delay.

You are the sole judge of our performance. We believe totally that your perception of our performance is the reality.

Your commitment to us

In exchange for our commitment, we ask our clients to support us so that we can achieve the best results together. We ask you to:

• Give us all the information we need to do the work, to the timescale that you have specified. This is very important if we are to provide the level of service to you that we propose.

• Take time available to work on the items to which you have agreed. You agree to listen to any advice we offer - and we acknowledge your right to reject that advice.

• Pay your account with us as agreed.

• You will give consideration to referring us to at least one other person you believe would benefit from an association with us.