Camargue Wealth Ltd

Independent Financial Adviser  Gadbury Fold, Manchester, M46 0GN
Independent Financial Advisers specialising in retirement planning, investments and protection
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Ashvin Patel
Financial Adviser
What our clients say
Some 12 months ago, due to a change in employment status, we needed to re-assess our financial position as a matter of urgency. The Chambers Partnership was found simply through an Internet search and we made our initial enquiry online. Ash Patel rang us back within an hour and arranged to visit us the following evening. We were impressed by this speed of response and the service that followed never fell short of these high standards. By the end of our first meeting, Ash had compiled a comprehensive understanding of our circumstances and devised a list of priorities to be addressed. Some of these were in our own hands, but now we had a direction to follow. Others fell within his expertise – mortgage options, insurance protection, etc. Within a matter of days Ash was back with us, outlining alternative strategies that we could follow, together with details of the premiums, etc., that he had been able to secure. With his guidance, we were able to make decisions that best suited our needs and resources. Beyond the immediate hands-on stage of the process, Ash then regularly contacted us by phone to ensure that documentation, etc., had arrived and been dealt with and that everything planned was staying on track. Recognising his expertise in the field, together with his attentive approach and efficiency, and his natural personality, we have no hesitation in recommending Ash Patel as an Independent Financial Advisor.
Nick & Marjorie Willan, Bolton
I engaged the services of Ashvin Patel as my financial advisor at retirement date. The service I received has been professional and diligent, with knowledge and insight. Without this service that Ashvin provided I would not have been aware of a personal pension taken out many years ago. During the financial review, I have been kept informed promptly and courteously, and any tardiness on the part of the insurance companies has been addressed immediately. All the worries were taken care, of making retirement a joyful event. Looking forward to our annual review. Recommended.
Michael Booth, Wigan
About us

CAMARGUE WEALTH aims to provide financial advisory services to clients from all backgrounds and walks of life. It aims to provide a ‘holistic’ advisory model, where its advisers offer to review all aspects of a client’s financial planning, and where the advisers have experience across the product range: life insurance, general insurance (e.g. buildings & contents insurance), savings, investments, pension planning, income options at retirement, long term care and more.

Our services

We are independent financial advisers and specialise in Pre and Post retirement planning, Investments and Protection. We provide a Professional, friendly, efficient and reliable service. Our clients tell us they like that we take the time to truly listen to them and also our ability to explain complex things in simple jargon free terms.

Our initial consultation meeting is free of charge as we believe its very important to sit down with clients and understand their circumstances before determining what help & advice we can provide.

Where to find us
Head office address: Gadbury Fold, Atherton, Manchester, M46 0GN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.94 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 1.66 mi
The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
 
Independent Financial Adviser 1.92 mi
At Plutus Partnership, we offer a truly independent, holistic financial advice service to clients throughout the UK. There is no one size fits all and we will look at every clients individual circumstances.
 
Independent Financial Adviser 2.45 mi
A local firm with a great reputation due to the quality of service given, experience within the Financial Services Industry and the high level of adviser qualifications.