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
Company Details
- Employees
- 8
- Address
- 7 Pilot Wharf, Pier Head,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://cameronjonesfm.com/
- Keywords
- Retirement Planning, Investment Planning, Later Life Planning, Care Fees Planning, Protections (Individual and Corporate), Mortgages, Tax Planning, Estate Planning.
- HQ
- Exmouth
- Competitors
- HarperLeaf Wealth Management, JBM Wealth Management, VBM Associates, The Personal Trainers Organization, Wood Mitchell Financial Planning, William Highbourne Wealth Management Ltd, GM SERVICES CORNWALL LTD, AAF Financial, Medicine Man Agency, ADH Wealth Management, Partner Practice of St. James’s Place Wealth Management.
Cameron Jones Financial Management Ltd Questions
Cameron Jones Financial Management Ltd's website is https://cameronjonesfm.com/
Cameron Jones Financial Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/cameronjonesfm
Cameron Jones Financial Management Ltd has
8 employees.
View email and phone details for 8
employees at Cameron Jones Financial Management Ltd.
Cameron Jones Financial Management Ltd's industry is
Financial Services
Cameron Jones Financial Management Ltd's top competitors are
Harperleaf Wealth Management,
Jbm Wealth Management,
Vbm Associates,
The Personal Trainers Organization,
Wood Mitchell Financial Planning,
William Highbourne Wealth Management Ltd,
Gm Services Cornwall Ltd,
Aaf Financial,
Medicine Man Agency,
Adh Wealth Management, Partner Practice Of St. James’s Place Wealth Management.
Cameron Jones Financial Management Ltd's categories are Financial Services
