Move with confidence, Move with Chapmans
Who We Are
CamOuse Financial Management Ltd was founded in 1988 by Trevor Honey, and has evolved into a respected and experienced financial planning practice serving individuals, businesses, and trusts throughout the region. In 2018, Trevor retired and passed the reins to Andrew Speed, who continues to lead the company with unwavering expertise.
Our Purpose
Our mission is to empower our clients to achieve their financial goals and navigate the complexities of financial planning with clarity and confidence. We achieve this through:
- Personalised advice: We take the time to understand your unique goals, challenges, and aspirations.
- Accessibility: We prioritize clear and open communication, ensuring you always feel informed and engaged.
- Expertise: Our team consists of highly qualified and experienced professionals, armed with extensive knowledge in various financial disciplines.
Investment & Retirement Planning
- Comprehensive analysis and planning for both lump sum and regular investments
- Guidance on retirement planning strategies and choosing the right plan for your individual situation
Protection Planning
- Comprehensive review of your personal, family, and business insurance needs
- Recommendations for life insurance, critical illness cover, and income protection plans
Mortgage Planning
- Tailored mortgage advice and support through the entire home-buying process
- Access to a wide range of competitive mortgage products from leading lenders
Inheritance & Tax Planning
- Strategies to reduce inheritance tax liabilities and ensure efficient wealth transfer
- Guidance on optimizing your estate plan and power of attorney arrangements
Workplace Pension Planning
- Assistance with understanding and complying with pension regulations
- Transparent and personalized solutions to meet your business's unique needs
Our Approach
Our process is designed to be collaborative and client-centered:
1. Initial consultation: We get to know you, understand your goals, and assess your financial situation.
2. Discovery & analysis: We gather relevant financial information and analyze your needs.
3. Solution development: We formulate tailored recommendations based on your unique circumstances.
4. Implementation: We guide you through the implementation process and ensure you understand your options.
5. Ongoing support: We provide continuous review and adjustment to ensure your plan remains relevant and effective over time.
Get Started
Contact us today for a complimentary consultation and discover how CamOuse Financial Management Ltd can help you achieve financial clarity, growth, and security.
Overview of Reviews
The reviews provided are all 5-star ratings for CamOuse Financial Management Ltd. The reviewers praise the company and its employees, including Lee Pooley, Eve Nowakowska, and Matthew Theobald, for their helpful, professional, and friendly service.
Expertise and Advice
The reviewers praise the company's expertise and advice in areas such as mortgage arrangements, pension planning, and insurance. They appreciate the company's ability to guide them through complex financial decisions and provide personalized advice.
Communication and Responsiveness
The reviewers highlight the company's excellent communication and responsiveness, citing prompt and clear responses to their queries and concerns.
Trust and Relationship Building
The reviewers express their trust and appreciation for the company's employees, who have helped them achieve their financial goals and improve the quality of their lives.
Services
The reviewers praise the company's services, including mortgage arrangement, pension planning, and insurance, and recommend them to others.
Personal Relationships
The reviewers praise the company's employees for building strong personal relationships with their clients, which creates trust and makes the financial planning process easier.
Be the first to review CamOuse Financial Management.
Write a Review
