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.
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.
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!
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.
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.
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!