We Are Forward-Thinking
With A Passion For Doing Things
Differently
About CAM Wealth
We are a Financial Services company with a completely different concept in the Financial Services world. We act as a ‘one stop shop’ providing wrap around Financial and Professional services.
The owners of CAM Wealth, Lizz and Derek, after many years of experience in larger Wealth and Financial companies (including Investment Management, Advisory and Fund Management), have identified that the days of the ‘big badge’ corporate image are long gone. Clients want a professional and more personal touch. They want to work with, and form lasting and meaningful working relationships, with other professionals and business advisers who have the skills in their chosen fields of practice to help and support them.
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.
By creating a network of suitably qualified commercially and practically minded professionals/advisers the intention is to create a catalyst for business growth. CAM Wealth not only provides Financial Advice and Investment Management services to clients, but also:
(i) Manage those client relationships with the Advisory Partners (but the Partners will be separately/directly engaged to provide their services) and endeavours to ensure the ‘best fit’ of adviser to client needs; and
(ii) Source and reference specialist advisers in all aspects of business life in order to service its clients’ needs.
We are passionate believers in providing a fully rounded service of advice to clients as individuals, not simply as financial advice recipients.
We are quality advisors providing practical solutions with a team of complementary professionals offering a wider range of services to our clients and vice versa.
Our Core Principles
TRADITIONAL VALUES
Our traditional values shape the relationships we build with our clients. Our personable approach enables us to understand our clients as individuals…
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…
INTEGRITY
Our passion and beliefs underpin our philosophy and how we aim to provide the possible support to help meet our clients’ financial objectives…
Call us on 0151 832 0832*
to discuss your requirements,
request a call back below
or email info@camwealth.co.uk
(*Please note that all calls to and from our landlines and mobiles are recorded to meet regulatory requirements)