At Camargue House LLP, our financial planning process is designed to incorporate an objective perspective on your current financial situation and organise a plan of action to help you achieve your goals and objectives.
Our approach is to act as your “chief financial officer” as we build a process around your specific objectives. Through our team approach our advisers work directly with other professionals, such as accountants and lawyers, to ensure every aspect of your financial future is well cared for.
As regulated Financial Advisers we have a duty to provide investment advice that is at all times in the best interest of the client. As Independent Financial Advisers we operate independently of a bank or insurance company, which means that our advisers have no requirements or incentives to sell proprietary products. This allows the adviser to provide advice that is based strictly on doing what’s best for the client. Furthermore, as a fee based business, we see no distinction between products from a remuneration perspective.
As independent financial advisers, Camargue House’s advisory teams work closely with clients, helping them navigate a dynamic economy and create value across generations. We take the time to get to know each and every client before we make any recommendations. And when we do make a recommendation, it is carefully considered in the context of whether it will help that client achieve his, her or their personal goals such as University planning for a grandchild, succession planning for a business or wealth preservation for future generations.
As regulated Independent Financial Advisers, Camargue House offers our clients the confidence that their specific wealth goals are, at all times, driving our recommendations.