Cameron and Company Financial Planning Ltd

Welcome to Cameron and Company Financial Planning Ltd

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.

About Us

Cameron and Company Financial Planning Ltd is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.

We help our clients navigate complex financial markets and our business has evolved primarily through client recommendations.

Based in Malvern, Worcestershire, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.

We cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Cameron and Company Financial Planning Ltd offer both personal and corporate advice on a whole range of financial services including the following:

                 Personal

                        Corporate

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation
  • Protection against critical illness
  • Income protection
  • Inheritance planning
  • Long-term care
  • Private medical insurance
  • Family protection life assurance
  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

 

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can fall as well as rise and you may not get back the full amount invested.

cameron and company limited, malvernContact Us

Address: 3 Worcester Road, Malvern, Worcestershire, WR14 4QY

Tel: 01684 891 768 Fax: 01684 891 768
Email: advice@candcfp.co.uk
Website: http://www.candcfp.co.uk

Cameron and Company Financial Planning Ltd - Chartered Financial Planners

There are only 400 firms of Chartered Financial Planners in the UK at present. Being awarded Corporate 'Chartered Financial Planners' status demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. We are obliged to ensure that our staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also adhere to a strict code of ethics and conduct that places our clients' interests at the heart of the advice we give.