Cameron Jones Financial Management Ltd

About

Now is the best time to grasp the opportunity and take control of your money. It is never too early or late to start planning your future and I can help bring stability and freedom in your financial life whatever your situation might be. With over 16 years' experience as a Financial Planner and many more working in Business, I am uniquely placed to understand your needs. My specialities include:

Simplification of your affairs
Do you have pension pots, cash and investments all over the place? I can recommend the best strategies to structure your assets for maximum benefit to you and your family for the medium and long term.

Tax Planning
I will advise the most efficient way to handle Income, Investments, Inheritances and Capital Gains on sales of assets and companies.

Planning for an early retirement
So much has changed with Pensions. There are now more options to take monies from your pension pots including lump sums, flexible drawdown plans as well as annuities. It is possible you could retire earlier than you thought with a phased retirement strategy.

Inheritance and Estate Planning
Whether you are inheriting or wanting to pass money on, I can recommend plans that will help to cascade wealth down through your family.

Business Owners
I can help with a whole range of issues including how best to extract income from your business, how to reduce corporation tax, how to protect yourself and your business, cash management, pensions schemes for you and your team and how to get the best from your company's assets.

I'm passionate about helping people make the most out of their money, so if you want to chat about your financial situation and options that are available to you, send me an email, drop me a text or give me a call. I am always delighted to discuss anything informally and without any obligation be it on the phone, over a coffee in your home or at our delightful offices on Exmouth Marina.

Mobile 07923 449985
Office 01395 262227
Email fiona.bolt@sjpp.co.uk

Keywords

investment planning, tax planning, care fees planning, later life planning, mortgages, estate planning, retirement planning, protections

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