Personal Planning

Our Personal Planning service is not just about money. It’s about aspiration, ambition, security and independence.

We offer lifestyle personal planning.

Our key concept is financial independence. This is the level of wealth that you need to achieve the lifestyle you want, without being reliant on the need to work.

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Clear & straightforward

The aim of this is to give you the freedom to live the life that you want to live without the fear of ever running out of money.

Setting clear goals using specific dates and amounts.

Creating a bespoke Financial Plan to achieve your goals, and an Investment Plan that helps produce the best possible portfolio returns, consistent with the risk you want to take.

Managing each plan for the rest of your lifetime.

Creating a strategy for you to invest regularly until you reach your number-the portfolio value that means you’ve achieved financial independence.

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.

Chris Booth, Director-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 Manifest

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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