Ashley Blackmore - Camargue Wealth

Description

I offer an initial free of charge 1hr discussion, this gives us both an opportunity, firstly for you to understand what areas of advice I can advise you on and secondly for me to understand what you are trying to achieve.

At our first meeting, we conduct a fact find and a presentation of my services, by the end of the meeting you will understand how I can help you achieve your goals and how much it will cost you.

If you then agree for me to proceed, I will then go away and conduct research on the areas of advice you need help on, this will include writing to you pension trustees or investment provider to get the necessary information I need to determine your most suitable course of action for you.

You will find I am very passionate about my work and I care about my clients. I see my role as ensuring each of my clients are given the best advice to help them either grow their wealth/pension for when they retire or to help clients understand if a final salary pension transfer is right for them or not.

I hold advanced Level 6 qualifications in all four areas of financial advice and have achieved Chartered status with the London Institute of Banking & Finance.

I am happy to meet you at your home or office, or at our offices in Cheadle.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of investments can fall as well as rise. You may get back less than you invested.
Approver Quilter Financial Limited 07/10/2024

Ad ID: 8601799170