Lizz has over 30 years’ experience within Financial Services, specialising in Investment Management, Private Equity and Wealth Management. She has a strong track record of building and leading successful business development teams, acquiring and integrating businesses, and helping shape strategic and compliance frameworks within regulated environments.

She is known for her consultative and relationship-driven approach, combining commercial insight with a strong understanding of regulatory governance and industry change. Lizz has built a reputation for developing trusted relationships with clients, colleagues and stakeholders alike, supported by her approachable style, strong communication skills and collaborative leadership.

Derek has over 25 years’ experience in Financial and Investment Businesses and is a Chartered Fellow, he is level 6 qualified and is able to provide Financial Advice and Discretionary Investment Management Services (via our preferred partner Charteris Treasury Portfolio Managers).

Derek began his career working for an Independent Financial Adviser where he qualified by examination as an Associate of the Chartered Insurance Institute.

Subsequently, Derek has worked for a number of Investment Management Businesses creating an Intermediary Sales Force and was tasked with creating Regional Services. Consequently, he qualified as a Chartered Fellow of the Securities Institute (FCSI).

As the Regional Director, for two large Investment houses, Derek formed two branches offering Discretionary Services from scratch – forming teams of Investment Managers and Administrators.

derek@camwealth.co.uk
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James has over 15 years financial services experience, having started his career with KPMG in audit and assisting in transaction services.

He joined Manx Financial Group PLC in August 2012 as Group Head of Finance and was appointed to the Conister Bank’s Board as Finance Director in 2017 and to the Group’s Board in 2021.

He is both a Chartered Accountant and a Chartered Tax Adviser and Treasurer of the Isle of Man Bankers Association.

Bryan started his insurance career in 2009 with one of the world’s leading brokerage groups, where he oversaw insurance programs for businesses of all sizes. He joined Manx Financial Group PLC in 2016 and specialises in insurance solutions for SME’s and professionals.

He is a Past President of the Insurance Institute of the Isle of Man and holds the Diploma in Insurance and Certificate in London Market Insurance from the Chartered Insurance Institute. He is also a Chartered Member of the Chartered Institute of Securities & Investment and an authorised Debt Councillor with the local Debt Advice Service.

bryan@caminsurance.co.uk

Ben attained his honours degree in Finance and Accounting from the University of Liverpool in 2017.

Ben then worked for a number tech start ups, where he was responsible for marketing and content creation; this Included turning learning material into short form questions for a large number of clients in the finance industry. Ben also had the opportunity to work with other industries, in widely relevant content, for example writing questions to help people learn GDPR rules when it was first implemented.

In 2019, Ben worked in admin for an Insolvency Company before joining Charteris Asset Management in 2022 and then CAM Wealth Group Limited in 2023.