CAM Wealth is a holistic Financial and Wealth Management business. We understand that our clients need to be sure that their Finances and Investments are working together with one aim and purpose. We help our clients navigate the complexities of Financial Planning with the intricacy of Investment Management under one overarching solution. The solutions we present to our clients are provided by a Chartered Individual who has a proven track record in these complementary services.

Clients want a sense of security, a feeling of importance, safe in the knowledge that all of their financial and professional advisory needs have been addressed. In the UK there is a notable shortage of ‘joined up thinking’ and collaborative advice in the Wealth Management arena.

Our ongoing service makes sure we keep your goals and objections at the forefront of your financial planning journey so you can expect us to make sure:

• We regularly review your overall financial position
• We regularly analyse your strategic position
• We monitor your investments regularly so that they align with your goals and objectives
• We provide you with valuations
• We keep you updated on things that matter to you
• We maintain our passion and beliefs in all that we do