Cameron and Company Financial Planning Ltd

Independent Financial Adviser Cameron & Co Financial Planning Ltd, 3 Nimrod House, Sandys Road, Worcestershire, Malvern, WR14 1JJ
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
A Chartered Financial Planner. Eugenie is committed to straightforward, plain talking pension & investment advice.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Eugenie Cameron ACSI FPFS Cert SMP
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
"It was a pleasure seeing you and Lavinia yesterday to discuss the financial planning report. I am completely happy with all of the recommendations you have made. I admire very much your approach which sets things out clearly and concisely, thoroughly covering all issues in plain English. You make it look easy but I know that behind all of this there was an extensive workload. Please thank Lavinia for persisting valiantly on my behalf with the providers of our existing investments. Looking forward to hearing about the next steps when you are ready. Thanks again to "Team Cameron"..you are all so friendly and professional".
Mr & Mrs W, Castlemorton
"Many thanks for your transparent and helpful approach to my financial planning".
Dr B D, Malvern
"Always polite and responsive". "Extremely helpful in responding to queries and providing guidance".
GB, Malvern
I recently approached Cameron and Company for financial advice when I had some bonds approaching maturity. Eugenie Cameron was extremely helpful and offered useful and timely advice on how I might re-invest the capital and also warned me about those investment opportunities that should definitely be avoided. Eugenie’s approach was very friendly and comfortable, and I would recommend Cameron and Company without hesitation.
RE, Malvern
Grateful for the help I’ve received in relation to my retirement plans and pensions. Very friendly and capable team. Highly recommend
M James, Malvern
Always first class. Highly recommend.
C Cappellina, Malvern
I was nervous speaking to a financial adviser as one often reads bad press regarding their practices. However, Eugenie Cameron put me at ease from the first meeting by explaining everything extremely clearly in a way I could understand. I am feeling confident that my investments are held in a way that suits me and that this will continue in the future as the company will provide me with regular reviews and valuations.
Catherine, Worcestershire
Eugenie was a pleasure to work with. She explained things in a very clear manner and was very knowledgeable. Eugenie provided me with a comprehensive report with her recommendations and spent time ensuring I understood everything she was recommending. I would definitely recommend Eugenie.
RL, Herefordshire
Very professional. Proactive and follows up regularly gives my wife and I peace of mind that our affairs are in competent hands
Nigel, Worcestershire
Eugenie keeps us informed of the progress of our investments with a twice yearly report but also let's us know if things are showing any negative activity and gives her suggestions for a better result. These are always well considered and have proved positive. She has our complete confidence that she is working on our behalf for the best outcomes.
RTA, Worcestershire
"I am extremely grateful for the investment advice you have provided over the years. The returns have been excellent but above all, I am grateful for the service you have provided to my elderly mother".
Mr A B, Malvern
Where to find us

Cameron & Co Financial Planning Ltd, 3 Nimrod House, Sandys Road, Worcestershire, Malvern, WR14 1JJ

Contact us
About us

Cameron and Company Financial Planning Ltd provide professional financial planning advice to individuals and small businesses alike.
We are Chartered Financial Planners.

Eugenie Cameron has achieved Fellowship status with the Personal Finance Society. We always offer an initial meeting without cost or obligation and with more elderly clients , we welcome family meetings where possible. Please view our website for more details. .
We are based in Malvern, Worcestershire. We help clients make important decisions on their pensions, retirement planning, investments, financial planning advice, protection, workplace pensions amongst others. We serve Ledbury, Hereford, Worcester, Tewkesbury, Gloucester, Cheltenham as well as further afield. We are retirement planning specialists. We can advise on and implement Workplace Pension schemes to help employers comply with their Auto Enrolment obligations.

Our services

We'll let a recent client answer this one:

Feb 2018 "I approached Cameron and Company for financial advice when I had some bonds approaching maturity. Eugenie Cameron was extremely helpful and offered useful and timely advice on how I might re-invest the capital and also warned me about those investment opportunities that should definitely be avoided.
Eugenie’s approach was very friendly and comfortable, and I would recommend Cameron and Company without hesitation".

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Cameron and Company Financial Planning is Authorised and Regulated by the Financial Conduct Authority. We are entered in the FCA register under reference 570715. http://www.fca.org.uk. Company Number: 07419494 The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices.

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