Cameron Asset Management Ltd, Portsmouth financial advisers

During our lives, we work hard and often build up an estate of assets ranging from property to savings and even valuables.  What happens to these assets after death is a key part of asset management and is one of the services we offer at Cameron Asset Management Ltd.  If you are in the Portsmouth area and need financial planning help, we are the qualified experts.

Asset Management Portsmouth

Our Services

  • Here to help with the important decisions
  • Decide what happens to your assets
  • Inheritance tax advice
  • Range of other financial planning services
  • Independent, qualified advice

Plan your estate’s future

No-one likes to think about it but planning your estate’s future after your death is an important thing to do.  Alternatively, perhaps you have already done this but there has been a change in your life that means it needs to be reassessed.  Whatever the case, we offer estate and asset planning to help you make these decisions or change them as life dictates.  We can also help you factor in inheritance tax and how this will impact the estate for your dependants.

Financial planning services

As Independent Financial Advisers (IFAs) we are ideally placed to help with a range of financial services.  These include mortgages and remortgages, planning for retirement and organising a pension and handling investments including ISAs.

We offer a personal service that is tailored to your needs.  We want you to get the best products and aren’t tied to any particular provider but can check the whole market for the best one.  With over 40 years’ experience in the industry as well as the best qualifications, you can be confident in the advice that we provide and the products that we recommend.

Financial advisers in Portsmouth

"Friendly, personal service from a team of expert independent financial advisers based in Southsea."

QUESTIONS?

Cameron Asset Management Ltd provides expert financial management in and around Portsmouth and throughout Hampshire. Call us to book our services on 023 9273 8425.