OUR principles
The three principles we think are important to CAM Wealth and the way in which we conduct our business are ‘Traditional Values’, ‘Trust’ and ‘Integrity’. They guide our approach to the services and solutions we offer our clients. Our success is based not only on the results we achieve, but the way in which we achieve them. We commit to being accountable, honest, trustworthy, ethical and compliant in all we do.
TRADITIONAL VALUES
Our traditional values shape the relationships we build with our clients.
Our personable approach enables us to understand our clients as individuals, which in turn allows us to provide only the very best advice and guidance, to help them to achieve their financial goals.
TRUST
We create a climate of trust which underpins our initial meetings and our relationship thereafter. The key elements CAM Wealth brings to the relationship are:
• Your peace of mind
• Our expertise
• Our awareness of the financial markets
• Making sure we take care of your investments
Our service is personal to you and we will agree a plan in order to help ensure our recommendations remain appropriate to your circumstances. We will make sure that we understand what you want to achieve and provide information in a way that gives you confidence and is easy for you to understand.
INTEGRITY
Our passion and beliefs underpin our philosophy and how we aim to provide the possible support to help meet our clients’ financial objectives. The FCA’s principles for business are at the heart of what we do and are designed to ensure that we act with integrity, conduct our business with skill, care and diligence, treating our customers fairly.