Cameron Asset Management Limited

Independent Financial Adviser  109 Winter Road, Portsmouth, PO4 8DS
Free Initial Appraisal. Chartered Financial Planner Available.
We can advise you on
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Unit trusts
check
Taxation planning
check
Group Pension/Stakeholder
check
Stockbroking services
Response rating
7.0/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Stuart Hopkins
Client Manager
Darren Rochester ACII
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

John Lindsay DipPFS CeMAP
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

Written quotations on request. Deposit and life assurance may be required.
Broker fees may be charged.

Our services

At Cameron Asset Management Ltd we understand the value of approachability and flexibility. We know our clients personally, we communicate and seek to develop an ongoing relationship with them and regard continuity of service as paramount.

Where to find us
Head office address: 109 Winter Road, Southsea, Portsmouth, PO4 8DS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Restricted - whole of market 0.55 mi
Chris has over 10 years’ worth of experience within face-to-face wealth management. He has a demonstrated history of providing high-quality, jargon-free financial advice to clients throughout the South-East of England.
 
Independent Financial Adviser 0.6 mi
Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
 
Independent Financial Adviser 1.19 mi
We offer independent financial advice since 2004, bringing together the skills of individuals with many years of experience.
 
Restricted - whole of market 1.26 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.