At Camargue Wealth we realise that every situation is different and every client is individual, for this reason, our first meeting is completely free of charge, this enables us to give you the information about who we are, what we do, and most importantly for us to get a better understanding of your requirements so we can help tailor-make a plan to achieve your goals.
I hold the advanced pension transfer specialist qualification which enables me to advise on final salary pensions, I have also passed the advanced later life planning exam, which covers areas such as trusts and estate planning.
Your aim may be to protect what you have saved or to make assets work for you, it might be to ensure money is left behind for loved ones, whatever your needs we are able to explain your options in a clear and understandable manner.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Camargue Wealth Limited is an Appointed Representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.
We are able to offer high-quality advice across all areas of finance.
Pure Offices, Brooks Drive, Cheadal Royal Business Park, Cheadle, Cheshire, SK8 3TD
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