Charles Cameron & Associates is working in partnership with SFIA Wealth Management Ltd
"Every financial decision shouldbe driven by what you value"
David Bach
Our partnership
As part of the Amber River Group, Charles Cameron & Associates belongs to a unique group of like-minded, values-driven people with a passion for financial planning.
This means we can connect you with independent financial planners at SFIA Wealth Management Ltd (also part of the Amber River Group), to support you with your financial planning needs.
Why financial planning matters
Whatever stage in life you’re at, there will inevitably be some important choices to make, if you’re to live the life you want.
These choices aren’t always straightforward. But because we’re experts in financial planning, whether your needs are straightforward or complex, we’ll be able to help guide you – even if your life heads off in new and unexpected directions.
Planning for a life well lived
Our objective is to help you get the most from life. We’ll work with you to develop a plan, which might look at how you can invest your money, what your retirement might look like and how you can protect and pass on your wealth for future generations.
What does this mean for you?
Outstanding portfolio construction
Our Managed Investment Service gives you a choice of investment portfolios that use different investment styles and approaches. These portfolios are managed by carefully selected investment partners, who aim to deliver the best performance for your preferred level of risk. They will do this by making sure your portfolio is diversified and reflects their latest thinking.
Please remember that the value of your investment can go down as well as up and you may not get back the amount you invested.
Ongoing monitoring, governance and oversight
These investment partners take care of the day-to-day investment decisions, but our investment committee has full oversight and responsibility for the range of investments available to you.
This committee is also responsible for actively monitoring the investment partners, as well as the underlying investments themselves, to ensure they are achieving their objectives. We choose to only work with like-minded, highly-skilled investment partners with an established track record. Those that don’t meet expectations will be replaced.
Tax-efficient investment options
You can invest through an Individual Savings Account (ISA), Self-Invested Personal Pension (SIPP), other tax-efficient wrappers, or offshore bonds.
Your financial planner will also recommend an investment platform to hold your investment in a safe and tax-efficient way.
Reporting and investment reviews
You will receive a quarterly investment report that will show the value of your investment and any changes made during the quarter.
Your financial planner will also conduct regular reviews with you, to ensure your investment strategy remains appropriate, and on track to meet its objectives.
About SFIA Wealth Management
SFIA Wealth Management is a firm of independent financial advisers who have been helping clients navigate complex financial markets since 1952.
They provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing their clients’ wealth and sense of wellbeing.
SFIA Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company Number 08848677.