1st June 2008

Cameron Chase, first established in June 1998, reaches a very happy 10th birthday during June 2008.

This is a significant landmark in the company that has seen significant changes and growth over the years.  From the company originally set up by John O'Hare there are now two joint ventures, Wilds Financial Planning and MSC Financial Planning, with reputable accountancy firms in Radcliffe and Liverpool with more exciting opportunities in the pipeline.

The firm has seen the financial industry's landscape evolve and embraced that by moving from the old-style model to a new, all-encompasing, fee-based, lifestyle planning approach to working with our business and personal clients.

John remains at the helm and with the support of the forward-thinking and dedicated team another ten years and beyond is absolutely certain.

To enjoy the benefits of being part of the successful experience at Cameron Chase please contact us to arrange a no obligation meeting and hear more about the way we work with you, for you.

1st May 2007

Cameron Chase now has access to probably the most cost effective, transparent and flexible platform on which to place a clients asset portfolio.

A wrap platform is an administrative facility that allows both the adviser and client to view all of their assets together on one system rather than having to go to numerous life or pension companies to obtain valuations/statements etc.

The Nucleus wrap account currently offers the following tax wrappers: personal pension/Self Invested Personal Pension ("SIPP"), Onshore and Offshore Investment Bonds, ISAs and PEPs.  There is also a general account for holding cash within a bank account, stocks & shares, unit trusts, OEICs and VCTs.

At Cameron Chase we believe that the Nucleus Wrap account will become an integral part of a clients strategic financial planning process and we will be discussing it greater detail with our clients at our annual review meetings.  However, if you wish to know more about the Nucleus facility in the meantime please feel free to contact us to arrange a convenient meeting to discuss it.

If you have a Nucleus Wrap Account you can access the account from the following link: https://www.nucleusfinancial.net/wrap/advisor/

1st April 2007

We are pleased to announce that Kathryn Cuff has joined Cameron Chase and brings with her over 25 years experience in the profession.  Kath has extensive knowledge of working in both the personal and corporate markets, and has the full Financial Planning Certificate as well the mortgage advisory qualifications.

1st February 2007

Wilds Financial Planning Ltd - the joint venture between Cameron Chase and Wilds Chartered Accountants - has now been established for 3 years and Suzy Leech, as the principal consultant for the company, is delighted with the progress the business has made and in particular the added value that has been given to the clients of the accountancy practice.

Similarly, the partners of the accountancy practice have emphasised the importance of being able to provide a fully comprehensive and holistic offering to their clients under the Wilds brand, and the integral part that Wilds Financial Planning plays within the overall client service proposition.

1st October 2006

Cameron Chases excellent reputation for working professionally with accountants took another giant leap when Matthew Sutton & Co ("MSC") agreed to formalise our relationship with the formation of a joint venture company - MSC Financial Planning Ltd.

MSC Financial Planning Ltd will become an appointed representative of Cameron Chase and will provide in-house financial planning advice for the clients of the accountancy practice based at their Penny Lane office in Liverpool.

Paul Brokenshar will become the primary consultant to MSC Financial Planning and he will provide advice in the areas of business protection, company and personal tax mitigation, retirement planning, tax efficient investment planning and strategic business advice.

1st August 2006

Cameron Chase are delighted to announce that Martyn Mulligan has joined the company having spent the last couple of years as an adviser within the Sesame network and prior to that 11 years at Royal & SunAlliance.

Martyn brings with him a wealth of experience particularly in the personal and corporate pension arenas, and will be an invaluable asset to the team.