Top 5 specialisms:
Pensions, Inheritance Tax, SIPP, Wealth Management, Investment Planning
Qualifications:
Advanced Financial Planning Certificate, Certificate in Mortgage Advice and Practice (IFS), Investment and Risk, Pensions simplification, Taxation and Trusts, Personal Financial Planning, Business Financial Planning, Pensions, Trusts, Retirement Options, Mortgage Advice Qualification
Years as a regulated adviser:
20
Remuneration method:
Either
FSA Registration Number:
163125 (Check this)
The initial consultation will be free to establish what work there is and on what basis we can work together. It is very important that both the client and adviser feel comfortable with each other. We do not believe in rushing clients into doing anything and are quite happy to deal via post or e-mail if clients are too busy to meet up. The most important objective is to get the right contract for the client.
All new clients complete a full fact find and a report is prepared. Clients have the option of working on a fee or commission basis.
David Glenn started in financial services in 1985 working for a small brokerage. In 1990 he set up Cameron Financial Services and has since seen his client bank grow prodigiously.
We deal with mainly high net worth clients and small companies though anyone can have a full review.