About us

We know that good financial planning is based on being able to gain the trust of our clients.

That’s why we make sure that everyone that we work with, from businesses to individuals and professional contacts, can get a real sense of who we are as a company.

Our history

Cameron Chase was founded in 1998 to offer clients a comprehensive, focused financial planning service.

Since then the business has grown steadily and consistently. Over the years the team has been added to by recruiting individuals with specific sector experience and expertise. As a result, we’ve not only built productive, long-term relationships with our clients, but a strong word-of-mouth reputation.

Today we serve a wide range of personal and business clients, as well as a growing range of partnerships with professional contacts such as accountants and solicitors.

Our Team

John O’Hare
Managing director
Richard Cross
Director
Daniel Barrell
Financial Planner
Sandra Wordsworth
Client Service Manager
Cathy Leonard
Client Service Manager
David Reece
Senior Paraplanner
Kim Webster
Paraplanner

Testimonials

Alastair Machray

I cannot speak highly enough about the quality of work and the approach, taken on my behalf, by Richard Cross and his colleagues. As someone whose career is in the creative industries it was a godsend to work with someone who introduced clarity, and logic to my financial planning and awareness. Richard's holistic approach to all aspects of my financial portfolio was hugely impressive. I am massively happier and hugely optimistic about the future now he and his team have helped me understand my objectives and the financial strategy to achieve them. Alastair Machray, Editor, Liverpool Echo and Editor-in-Chief, Trinity Mirror Merseyside, Cheshire and Wales

Bill & Jayne Quinn

Daniel was extremely professional in answering our questions. The audit took several hours and Daniel was armed with all our financial data to enter into Cameron Chase's financial planning software. On returning with the financial planning model Daniel took us step by step through our pensions, savings and investments. He presented several scenarios giving us both confidence that we have options to retire early if we want to. He was able to give us great tax advice and enabled us to save some money in the short term by cancelling some unwanted health policies. The initial cost of planning service seemed expensive but having been through the process it is clear that the cost has been recovered many times over by making some minor changes to our savings and tax planning. Daniel and the team at Cameron Chase have continued to provide ongoing assistance and we had no qualms about placing our savings and investments management in the hands of Cameron Chase.

Chris Booth, Director of McKellens Chartered Accountants

Cameron Chase are one the very, very few firms of Independent Financial Advisers we are happy to recommend to our clients. This is due to the fact that Cameron Chase and McKellens have a shared philosophy of doing what is right for our clients. What higher compliment can I personally provide than to say that Cameron Chase look after my own affairs too!

David Taylor

I have dealt with Cameron Chase for almost fifteen years. In that time we’ve taken advice on various issues including investments into Venture Capital Trusts to obtain Capital Gains Tax Deferral and also the setting up of a Self Invested Personal Pension Scheme to consolidate the various pensions held. I have always found that John to be very knowledgeable on the various investment strategies used and is always readily available to discuss any proposals. I have no hesitation in recommending John to any prospective clients.

J Dennerly Attorney for Ms P D McKay

The advice given in regard to the simplification of investments clearly demonstrates your independence and the fact that your clients’ interests are your paramount consideration. I would not hesitate to recommend you to clients who need advice. I hope that you would be willing to accept my instructions again when I need best advice for a client whose affairs I have responsibility for handling.

Joanne Nuttall of Roger Hannah & Company

Cameron Chase were very professional and offered good advice based on what my expectations and risks were. This was then followed up by a report which gave me a step by step guide on ‘what to do next’. I also realise now that financial planning needs to be reviewed regularly and managed and I would have no hesitation to recommend employees, business owners or others to speak with Cameron Chase for sound, genuine advice.

John Southworth

I have been a client of Cameron Chase for many years; it is a well-run and professional organisation providing open and honest advice. In particular, its financial planning service has been an important tool in helping my wife and I to understand our financial priorities and plan our financial targets. With the help of Cameron Chase we are well on our way to achieving our goals.

Nev Ridley, Managing Director of Ilk Agency

We’ve used Cameron Chase for a range of business planning services from pension-scheme assistance to investments advice. John and Dan have been a real pleasure to work with and we’ve found the transparency and expertise of their service incredibly helpful. The financial advice we’ve had from them has always delivered above and beyond expectations and we feel that it has really helped our business growth in the last few years.

Quentin Cartwright

Thank you for the incredible 'maximisation' you got out of my pension fund. After being made redundant I was a little worried about my financial future, but you have helped to remove the stress and shown me that getting a new job will be a great bonus rather than a necessity. Contacting Cameron Chase proved to be one of the best phone calls that I have ever made!

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Richard Cross

Director
Ric is a man who always knows how to get from A to B – albeit via back streets and shortcuts that no-one else has ever heard of. Using this canny orienteering ability, Ric is one of the best at helping clients navigate their way to their financial goals and aspirations. He enjoys horse riding with his wife and daughter; throwing himself out of planes at 15,000 ft; playing rugby for the local club 3rd XV with his two sons and has aspirations of going to Argentina and learning to play polo. Has been in financial services for 35 years and understands risk!

John O’Hare

Managing Director

The founder and creative thinker of Cameron Chase, John has extensive experience working with accountants and their clients and is always on the lookout for fun and exciting ways to improve their experiences with the company.

Away from work John can be found careering down a mountain on his snowboard, striding down the back nine, or enjoying a glass (or two) of fine wine.

As a Manchester United season ticket holder and competitive triathlete, John knows a thing or two about pushing through the pain barrier… oh, and running, swimming and cycling as well.

Daniel Barrell

Financial Planner

Ambition is the driving force behind all of Dan’s efforts, so he is always looking to find new ways of presenting financial planning to help his clients feel secure in their own financial future, whilst appealing to both established business owners and young entrepreneurs/workers who have a drive to succeed.

In his spare time, Dan enjoys many sports and yet has mastered none of them (his words). They include 5-a-side football, pool, squash and his latest most recent hobby, the long and arduous journey into the world of golf. Rory McIlroy doesn’t have anything to worry about for now (unless he is stood 40 yards left of wherever Dan is aiming).

Sandra Wordsworth

Client Service Manager

If spinning plates were an Olympic sport, we’re fairly sure Sandra would be up there with the best of them. However, as it is yet to be recognised by the IOC, she’ll have to put up with our respect and gratitude. An integral member of the team, not much comes through the door of our office without Sandra knowing about it.

Outside of work hours, Sandra enjoys spending time with her family, watching her daughter Charlotte play netball and walking in the countryside.

Cathy Leonard

Client Service Manager

Juggling two kids (metaphorically, of course…) whilst still managing to arrive at the office with a smile on your face every day is no mean feat, but Cathy manages it with aplomb. Don’t let the smile fool you though, when something needs chasing Cathy wastes no time and pulls no punches, as the advisers in the company well know!

In her spare time Cathy enjoys dining out with friends and family as well as a good glass of wine whilst catching up on her favourite shows.

David Reece

Senior Paraplanner

With a bank of technical knowledge as strong as David’s, you do wonder if he has exam notes hidden around his desk at times (we’ve not found any yet!). His financial know-how is surpassed only by his exhaustive knowledge of films, so he often fulfils a secondary role as the office film critic.

When not in the office, or in the cinema with a bucket of popcorn in hand, David likes to mountain bike over the hills of Ramsbottom.

Kim Webster

Paraplanner
Outside of the office Kim likes to spend time with her family often visiting the cinema to watch the latest film or roller skating with her daughter. Having recently re-joined the gym (again) she enjoys training and spending time with her son.