Book Your Free Appointment
✅ Talk with an Experienced Adviser at the time convenient for you, to understand your options.
📈 Our Adviser will send a Free Advice Report for you to make an informed decision.
Why Clients Choose Cameron James?
Fixed Transparent Costs
DB Transfer Advice
CEO FT Commentator
No Hidden Charges
Our Most Popular Services
What pension transfer advice do you need?
Our Simple Advice Process
We provide straightforward advice with no industry jargon.
In a clean, modern and easy way.
1.
Contact Us
2.
Analysis
3.
Solution
4.
Application
5.
Performance
Existing Clients in 20 US States
We advise all clients do to thorough background Due Diligence before choosing a Financial Adviser 🔍
Want to reach out to one of our existing clients in your city, state or profession for a reference of our work and service? Ask your Adviser and they will happily put you in touch!
We have clients in Ohio, Massachusetts, Indiana, Florida, Washington, Georgia, Texas, Tennessee, California, Kentucky, Michigan, North Carolina, Utah, Wisconsin, Connecticut, Maryland, New York, Colorado, Virginia and New Jersey.
Cameron James &
The Financial Times
The Financial Times
Our CEO, Dominic James Murray, provides Final Salary & Pension Transfer commentary to the FT having been in the UK Pension Transfer industry since 2010
Featured in the Financial Times over 25 times 🥇
By clicking the links below you will leave the Cameron James USA website. These links are to an external website that is not affiliated with Cameron James USA or BGAN. We have provided this link for your convenience and believe the information contained on the external site is accurate; however, we cannot guarantee its accuracy. Please note that the content on the external site may not be regulated by U.S. securities laws or the Financial Conduct Authority (FCA) and may not adhere to the same standards as content on the Cameron James USA website.
4 October 2021
DB transfer fees have reached 'record high', warns XPS
7 September 2021
State Pension: Triple lock earnings link suspended for one year
12 August 2021
What is in store after the Lloyds-Embark deal?
27 July 2021
How Covid has made soft skills essential
22 June 2021
Two firms give up DB permissions after FCA Rolls-Royce probe
10 June 2021
Scams could slip through the net under new transfer rules
31 March 2021
Advisers question FCA's optimism on PI issues
17 February 2021
What Makes a Good or Bad Pension Transfer?
12 February 2021
PodCast - What it takes to make it in the DB transfer advice market
10 February 2021
Why can’t I transfer my final salary pension?
18 January 2021
Supply of DB transfer advice a 'real concern'
15 January 2021
FCA releases DB transfer advice assessment tool
13 January 2021
What skills do advisers need to manage the great wealth transfer?
As Featured In
UK Qualified IFAs
Testimonials from our Existing Pension Clients
The most powerful barometer is what our existing clients say after working with us. Let us know if you would like to reach out to any of them!
I had a consultation with Dylan Baker which was very helpful. I entered the consultation, without a finance plan and over whelmed about future options. Dylan explained everything very clearly, and went above and beyond with his help and guidance. I left the consultation with a much better understanding and a clear plan to work towards. I appreciate the good, honest advice and would advise others who are just starting their financial planning journey to have a conversation with Dylan.
My husband chose Cameron James as our preferred IFA shortly before his death and I am so grateful he did. Jonathan Laws has been supportive, compassionate and patient with me in the dealing of not just my husbands Pensions but also my own. I could not have coped without him or the people in the Support and Transfer teams. In addition my investments are performing very well.
Fantastic company to work for, led by CEO Dominic. Have been researching moving my Defined Benefit for 5 years and they were the only company brave enough to take on the challenge! Free initial consultation, biweekly updates and great communication with me and my scheme. The end result? A successful transfer after 3 months. Fantastic work by Dominic and his team.
I was researching options on the internet how best to maximise the return on my UK pension and came across Cameron James. I contacted them and Dylan Barker got back to me. In our first engagements, he listened to all my requirements and expectation and proceeded with a thorough run through of all the options, the pros and cons without turning it into a sales pitch. Dylan is an SME on pension and financial matters and know how to explain it in layman's terms. I'm super excited with the quality of service that I'm getting from the team and I highly recommend them to anyone looking for advice on pension and finiancial matter
Moving three years ago from the UK I was required to find a new financial advisor company and after investigating the financial market I chose Cameron James. During the selection process they had provided excellent communications and were very professional and experienced in their financial investment options based on my requirements.
During the last 3 years they have continued with their strong professionalism, support and communications. We have regular reviews which include their financial advice and gain options. You can also ask them questions any other time and you’ll receive a rapid response.
Best of all their financial experience, advice, options and actions have resulted in consistent financial investment gains for me and therefore I highly recommend Cameron James.
During the last 3 years they have continued with their strong professionalism, support and communications. We have regular reviews which include their financial advice and gain options. You can also ask them questions any other time and you’ll receive a rapid response.
Best of all their financial experience, advice, options and actions have resulted in consistent financial investment gains for me and therefore I highly recommend Cameron James.
Trying to solve issues on a complex cross-border pension account. Dylan Baker at Cameron James was honest and trustworthy -- guiding me through a complex process with a lot of hurdles. Thank you for your candor, and providing information that was not available on search engines.
spoke to Dylan Baker regarding estate planning and IHT. He gave a lot of actionable points and explained any points until i fully understood them - i look forward to speaking with him again :)
Since day 1, Dylan and Cameron James team have shown a strong customer focus, a deep expertise in pension related matters, and a best-in-class level of professionalism.
During the pre-onboarding and assessment phase, Dylan has done a fantastic work in walking me through the process and the comprehensive report they have created to assess my personal pension situation. I would highly recommend Dylan and Cameron James for to anyone seeking for UK pension advisor that can take care of your end-to-end pension investment process and give you peace of mind.
During the pre-onboarding and assessment phase, Dylan has done a fantastic work in walking me through the process and the comprehensive report they have created to assess my personal pension situation. I would highly recommend Dylan and Cameron James for to anyone seeking for UK pension advisor that can take care of your end-to-end pension investment process and give you peace of mind.
I am a Canadian who worked for many years in the UK and ended up contributing into a few different work related pensions. I recently decided that I wanted to consolidate these pensions into one easy to manage pension to save the hassle of chasing several different pension providers when the time comes to draw my pensions.
I started out trying to find who in the UK could help and contacted several pension companies and advisors, only to find that as a non-resident of the UK setting up my own SIPP (self invested personal pension) would not be possible with most of the mainstream pension providers in the UK. They just aren’t willing to to this.
After extensive research and consultation with companies willing to set-up International SIPP I decided on Cameron James UK & Expat Financial Planning. I was immediately put I touch with Andere Casanova who spent a great deal of time explaining the whole process.
I am so pleased with the excellent service that Andere Casanova has provided, she is a real asset and anyone who has the pleasure to work with her will not have any regrets. I also want to mention that when you decide to work with them the Transfer Team will send you weekly updates telling you at every stage of the transfer process what is going on. They are excellent communicators.
Andere Casanova is really excellent and so knowledgeable, do yourself a favour and ask for Andere Casanova in person to manage your pension planning and transfer, you will not regret it I promise.
Thank You again Andere for the great help and support, and to the Transfer Team. GREAT SERVICE
I started out trying to find who in the UK could help and contacted several pension companies and advisors, only to find that as a non-resident of the UK setting up my own SIPP (self invested personal pension) would not be possible with most of the mainstream pension providers in the UK. They just aren’t willing to to this.
After extensive research and consultation with companies willing to set-up International SIPP I decided on Cameron James UK & Expat Financial Planning. I was immediately put I touch with Andere Casanova who spent a great deal of time explaining the whole process.
I am so pleased with the excellent service that Andere Casanova has provided, she is a real asset and anyone who has the pleasure to work with her will not have any regrets. I also want to mention that when you decide to work with them the Transfer Team will send you weekly updates telling you at every stage of the transfer process what is going on. They are excellent communicators.
Andere Casanova is really excellent and so knowledgeable, do yourself a favour and ask for Andere Casanova in person to manage your pension planning and transfer, you will not regret it I promise.
Thank You again Andere for the great help and support, and to the Transfer Team. GREAT SERVICE
Dylan Baker was very helpful and knowledgeable about the international landscape of pension planning. I would recommend using him.
I had some calls with Dylan Baker from Cameron James as I needed some financial advise. Dylan was very helpful and professional. I would recommend Dylan Baker and Cameron James based on my experience.
I was thoroughly impressed by the quality of advice and the effort taken to understand my unique situation. Having spoken with other 'advisors,' it was clear from the very beginning of my conversations with Dylan that Cameron James aligned far better with my approach and way of thinking.
The free consultation was very informative . Ms Casanova was very knowledge and provided me very valuable information related to the pension transfer to suit my circumstances. Her guidance was very helpful and I highly recommend Cameron James.
I was looking for some advice in relation transfer out of my pensions, and I am glad that I spoke with Dylan Baker. from Cameron James.
In reviewing my case, Dylan was absolute clear from the beginning of our call in setting the expectations, as in what he could offer in terms of the services. This created a clarity for me.
In relation to the actual matter, I received some useful information and I must admit it has helped me in many ways moving forwards.
Dylan created a comfortable environment and it helped create a rapport with him.
Dylan gave his time to explain the things that I needed to understand, which I really appreciate.
Overall, Dylan came across competent, experienced and most importantly, empathetic and I would definitely recommend his services.
In reviewing my case, Dylan was absolute clear from the beginning of our call in setting the expectations, as in what he could offer in terms of the services. This created a clarity for me.
In relation to the actual matter, I received some useful information and I must admit it has helped me in many ways moving forwards.
Dylan created a comfortable environment and it helped create a rapport with him.
Dylan gave his time to explain the things that I needed to understand, which I really appreciate.
Overall, Dylan came across competent, experienced and most importantly, empathetic and I would definitely recommend his services.
The free initial consultation was very helpful in acquiring useful information on my situation.
Provided loads of helpful advice in our initial (free) consultation, and was straight to the point what Cameron James could and could not help with. Was impressed with frankness, honesty, transparency and helpfulness.
I had a quick question and I received rapid and clear advice without being patronised. I would recommend them.
I am pleased with my free 1 hour no obligation zoom call with Dylan baker from Cameron James 👍
Great introductory chat with Dylan who quickly pointed out some things that I wasn't aware of in my accounts. A kind, responsive professional - thanks Dylan :)
I have been given very good professional advice in relation to the financial advice on personal pensions and investments prior to and after moving abroad. I find the regular reviews and ongoing planning advice very useful. I am very satisfied with the performance of my investments so far.
Excellent pre-meeting communication and a great meeting with great and honest advice. Thank you Andere.
Very happy with the advice provided by Andere Casanova at Cameron James. After speaking with quite a few financial advisors about my pension investment options. Andere was the one providing clear and transparent communication. 100% recommended.
I recently moved to Spain after retiring in the UK and had to move my pension and investments, as I was unable to receive advice from my existing FAs. I did the usual internet and YouTube searches and also received recommendations from other expats. I made contact with a number of FAs but always got the feeling I was under pressure, or the advice given was likely to benefit the FA more than me.
Dominic’s YouTube videos seemed sincere and honest so I made contact with him for advice. He put me in touch with Jonathan who also seemed straight and put me under no pressure to take his advice and left it to me to follow up. The good feeling I got from the online meetings has so far proved to be justified as a year after taking Jonathan’s advice in transferring to an international SIPP I am more than happy with the growth and management of the fund, and the frequency of the reviews. If I have any questions, Jonathan replies to my emails usually the same day.
It’s always hard to know whether to trust a FA, as it’s a big decision who looks after your life savings.
My decision to use CJF was a good one and I can thoroughly recommend them.
Dominic’s YouTube videos seemed sincere and honest so I made contact with him for advice. He put me in touch with Jonathan who also seemed straight and put me under no pressure to take his advice and left it to me to follow up. The good feeling I got from the online meetings has so far proved to be justified as a year after taking Jonathan’s advice in transferring to an international SIPP I am more than happy with the growth and management of the fund, and the frequency of the reviews. If I have any questions, Jonathan replies to my emails usually the same day.
It’s always hard to know whether to trust a FA, as it’s a big decision who looks after your life savings.
My decision to use CJF was a good one and I can thoroughly recommend them.
Dylan was extremely helpful and knowledgable in advising on my pension transfer. I would have no hesitation in recommending him.
The team at CJF have just transferred my UK private pension into an International SIPP. As an expat for some 16 years and following the UK decision to leave the EU this task had become somewhat no easy task. Following a difficult start with another (new) member of the team my case was then handed over to Angela whom has been faultless in her communications and promptness in helping me get this process resolved in a matter of weeks. I highly recommend Cameron James finance and Angela in particular for their services and I am extremely happy I kept my faith in their company hence given them a deserved 5 stars.
I recently spoke with Dylan, and I wanted to express my appreciation for his helpfulness. He provided me with all the necessary information I needed.
I had a very useful consultation with Cameron James regarding my pension, and they quickly focussed in on my points of concern, and were able to give the appropriate advice. Highly recommended.
Brilliant service. Fair, friendly and highly knowledgeable. Highly recommend.
I contacted the firm about Defined Benefits Pension Transfer advice with a view to effecting two pension transfers to a SIPP for drawdown. I received clearly, concise and quick responses to my queries. I would recommend.
We didn't ultimately work together but they were friendly, quick responding and made an effort to give me a little guidance for my particular situation.
Wished I had known about this company years ago. Super professional, gave me good advice and gave me detailed options and forecasting and more importantly explained in a way I could understand.
I switched my pensions over with no drama or stress and communication and weekly updates was top service.
Highly recommend this company and particular Dylan who helped with the transition.
I switched my pensions over with no drama or stress and communication and weekly updates was top service.
Highly recommend this company and particular Dylan who helped with the transition.
Had a great experience chatting with Maxwell. I felt listened to, rapport and support from Maxwell during my free initial consultation. I was enquiring about Cash Equivalent Transfer Values (CETV). It was time well spent and would recommend this company for their services!
I had a meeting with Maxwell at Cameron James who gave me some great advice today. He was informative and easy to speak with, taking the time to answer my many questions thoroughly and in a clear friendly way which I really appreciated. I will certainly be in touch again to follow up with Maxwell and happy that I have found Cameron James, the perfect place to reach out to in future.
I spoke with Dylan over the phone as I live in Australia and needed advice on the various options available to me regarding my Final Salary Pension and whether to transfer it to Australia as a QROPS or not. Whilst Cameron James couldn’t take me on as a client due to my transfer amount being under their threshold, Dylan was still really helpful in explaining the options. Transferring Final Salary pensions seems to be a bit of a minefield so it was incredibly useful being able to talk things through with Dylan and frankly quite amazing that he was prepared to give me his time even though I couldn’t become a client! Thank you Dylan :-)
I was contacted swiftly by Dylan following a request I made for an initial free meeting which has now been arranged for a couple of day's time. However, Dylan made time on this initial call to answer quite a few questions I had. I am impressed by the information given so far. Thank you!
Jonathan Laws ACA Ch.FCSI of Cameron James was phenomenal in explaining the UK pension program and offered wonderful advice whether to set up a SIPP account. From the US, it was frustrating to not know the financial terrain and Jonathan was patient with our endless questions and concerns. He is highly recommended and commended for his service.
After being exposed to 3 time wasting companies who completely messed up my DB pension transfer of a UK pension in the Channel Islands I found my Saviour Cameron James. I sent a request for information and received a phone call from Jonathan Laws. I cannot express in a few words how excellent and professional the service was from Jonathan. Everything explained to me up front, time frames and potential pit falls. His advice on a certain Pension company's tardiness on communication has been proved correct only this month. I wish I had contacted this company first as they are a delight to deal. If you have tried the rest now try the best!
Jonathan Laws has been incredibly helpful in setting up a new SIPP and I have been very impressed with the team. Jonathan's advice and planning has been first class and I have appreciated how transparent the company is with regard to fees etc. I highly recommend Cameron James
Eduardo is very professional. He helped me to open a SIPP. His explanations about how Investment works were very clear and helpful. I found the whole process with the Cameron James team very well organized.
I could not have wished for a more helpful, knowledgable and supportive person than Andere Casanova. Andere and the Transfer Team helped me through the whole process of transferring my pension to an UK SIPP which was quite a complex process. I cannot recommend Andere and Cameron James highly enough.
So a little about my Situation, I had a Final Salary Scheme in the UK I live in the US. The Final Salary scheme lacked benefits i needed such as Beneficiaries other than your spouse, retiring at 55 etc.. I wanted to Transfer to a SIPP so i could retire earlier than 65, and specifically add my children as beneficiaries.
I contacted Cameron James and started the transfer to a US accredited Sipp.
My Advisor Jonathan Laws is/was awesome, we still meet yearly to discuses the SIPP to make sure its on target and the financial markets. He is extremally knowledgeable and a pleasure to work with.
I would without doubt recommend Cameron James to handle your pension transfer needs, and Jonathan Laws as an amazing advisor.
I contacted Cameron James and started the transfer to a US accredited Sipp.
My Advisor Jonathan Laws is/was awesome, we still meet yearly to discuses the SIPP to make sure its on target and the financial markets. He is extremally knowledgeable and a pleasure to work with.
I would without doubt recommend Cameron James to handle your pension transfer needs, and Jonathan Laws as an amazing advisor.
I spoke with Eduardo from Cameron James on my various options for financial advice and retirement options. Eduardo was extremely well-informed and had an in-depth knowledge of the areas of interest. I have not yet proceeded as an official client, however I had a great first impression of the company – reassuring, informed and professional.
I had the pleasure of dealing with Andere Casanova at Cameron James for my DC & DB pension transfers ( to an international SIPP). At every stage of the process the service I received was first class as was the communication that kept me fully updated on the progress. I highly recommended their services.
The support that Jonathan Laws provided throughout the entire transfer process of my UK Pension to a USA SIPP was excellent. He provided critical support and advice in navigating through the entire process and made himself available whenever I had any questions or concerns. I would highly recommend Jonathan Laws and Cameron James based on my experience.
So far, I have a very positive experience dealing with James Cameron’s financial advisor Eduardo Simoes. Eduardo provided advise on my UK DB transfer. He thoroughly and professionally examined my current and anticipated future financial situation. He advised me on multiple options that I have available to pursue the DB transfer and to manage the transferred funds in my retirement years. I am very pleased with Eduardo’s advice and I intent to follow up on it when the market conditions become favorable.
Coming up to 55, I wasn’t sure what to do with my company pension but after some research, I discovered a company called Cameron James on YouTube. I watched most of the videos posted by their CEO, Dominic, who explained everything about how to transfer a DB and DC pension into a SIPP, or in my case and International SIPP, as I plan to move abroad.
After performing my due diligence and making sure that they were a bona fide company who were registered with the relevant authorities, I decided to contact them to begin the process, several months before my 55th birthday.
They referred me to one of their IFAs, Andere Casanova, who has guided me through the process from beginning to end with great professionalism and ensured the process was done very smoothly and without any problems, stress or issues of any kind.
Andere is really quick at coming back and responds to queries straight-away and always with a laugh and a smile which has made the process as painless and enjoyable as possible.
She is a credit to Cameron James and I would highly recommend her to anyone else who is thinking about transferring their company pensions into a SIPP.
She is also now my trusted IFA on-going and will hopefully help me grow my funds and ensure that I have a nest egg to enable me to enjoy my retirement in the sun.
Thank you Andere and Cameron James, I couldn’t have done it without you.
After performing my due diligence and making sure that they were a bona fide company who were registered with the relevant authorities, I decided to contact them to begin the process, several months before my 55th birthday.
They referred me to one of their IFAs, Andere Casanova, who has guided me through the process from beginning to end with great professionalism and ensured the process was done very smoothly and without any problems, stress or issues of any kind.
Andere is really quick at coming back and responds to queries straight-away and always with a laugh and a smile which has made the process as painless and enjoyable as possible.
She is a credit to Cameron James and I would highly recommend her to anyone else who is thinking about transferring their company pensions into a SIPP.
She is also now my trusted IFA on-going and will hopefully help me grow my funds and ensure that I have a nest egg to enable me to enjoy my retirement in the sun.
Thank you Andere and Cameron James, I couldn’t have done it without you.
From the very start in contacting Cameron James, my financial advisor Andere Casanova has been very approachable, professional, reassuring, easy to contact, always keeping me up to date with the transfer process. Very knowledgeable, I would 100% recommend Cameron James and will be recommending them to family and friends.
From the initial triage call to the final execution my DB pension transfer was handled in a very professional, smooth and seamless process. Andere Casanova managed the whole project and went that extra mile to ensure I enjoyed an informative, prompt and pleasant experience.
Great communication, sound advice and good old customer service
Great communication, sound advice and good old customer service
I had the opportunity to benefit from excellent financial advice from Andere Casanova: very clear, straight to the point, professional, honest and friendly. Also, Dominic James Murray was very responsive to my request and put me in contact quickly with Andere.
I highly recommend Cameron James for pertinent financial advice and planning.
I highly recommend Cameron James for pertinent financial advice and planning.
The advice that Jonathan Laws provided was outstanding. The detail provided was always at the right level and always at least 2 options provided with appropriate pros and cons identified. Extremely flexible in terms of time of day to take calls which working from America was very helpful. Just a wonderful experience, I have been trying to sort out issues with my UK pension for many years and Jonathan and Cameron James finally helped me to do that
I have had excellent experience with Cameron James. My financial advisor, explained the process to manage financial evolution after a major life change, the costs and the timing involved. He has supported me throughout the whole process explained my options, his recommendations and then enacted my decisions in a timely and professional manner.
I would highly recommend this firm based on my experience.
I would highly recommend this firm based on my experience.
Cameron James has provided us with valuable expert advice on pension transfers and savings in connection to our forthcoming move abroad. The firm has robust systems for financial compliance and due diligence which are very reassuring. Our advisor, Jonathan Laws, has invaluable knowledge in this area which he has shared with us in a professional yet friendly and approachable manner. We have found him and the rest of the CJ's team to be very responsive and proactive. We would recommend Cameron James to anybody who is planning to move abroad.
I enquired about UK pension consolidation advice and was thoroughly impressed by the fast response and highest level of professionalism. I was seeking some help to understand how I can approach this complex and seemingly daunting process from an early stage. Luckily, I had the pleasure of speaking with Eduardo S. from Cameron James Finance. Eduardo carefully considered my personal circumstances and provided detailed answers to my questions, demonstrating deep knowledge of the market and potential options I can consider. Thanks to my initial conversation with Eduardo, I now have a better idea of what to look out for.
I am an Italian national living in Berlin, who needed help with my UK pension pot. It couldn’t get more complicated! It was a pleasure to get guidance and financial advice from Andere Casanova. She is clear, quick and provided very valuable explanations and a way to solve my problem. I highly recommend her as a financial adviser for her professionality, work ethics and client servicing.
I'm a British expat living abroad and wanted some information about investments and pensions. I spoke with Eduardo Simoes, who was very knowledgeable and helpful. He gave me the information I needed and helped me make a plan for the future. He has been quick to respond over emails, professional, yet friendly. I would definitely recommend them to anyone.
I must say from the time of me seeing the informative YouTube posts to having initial discussions with Dominic I found him extremely professional as well as being down to earth.
The team were on the ball with excellent regular communications and making the process of my enquiry very simple.
I would recommend Dominic and his team for any of your financial / pension dealings
The team were on the ball with excellent regular communications and making the process of my enquiry very simple.
I would recommend Dominic and his team for any of your financial / pension dealings
Mr D.C James is somebody who knows his job and does it extremely well. He speaks with great eloquence and has never stuttered when answering queries. He is very experienced (yet so young) and comes across as a very confident individual. His confidence and knowledge rubs off on clients who spontaneously gain his trust. Mr James was very clear and transparent in all aspect of how he/his team operate including fees and various timescales. He has a good presence in social media, he would not do anything adverse to jeopardise his reputation and stature. Before I approached Mr DCJ I was in dire straits. My position was one of great anxiety finding a reputable and trustworthy F.A to deliver my transfer before the deadline date and to make matters worse my pot was sitting with one of the most incompetent and inept companies. Mr James delivered within time and kept me informed all the way. Sometimes I would send him a message at weekend. To my surprise he responds as soon as he gets his notifications. I have had messages from him in the early hours of the mornings to late at night. Mr James is relentless and has a very efficient support team working along side him who are equally proficient in their work. I cannot praise this company enough and if it was possible I would give a 6 star rating.
As a UK citizen, who transferred to work overseas, on several occasions many years ago, with a UK based company, I had to join their overseas Defined Benefit pensions scheme, for those periods of employment. Nearing the age of retirement there was no shortage of pension transfer specialists prepared to advise on the transfer of my corresponding UK Defined Benefit scheme, however, finding an overseas pension specialist for UK citizens proved to be much more difficult.
Eventually, I discovered Cameron James Ltd on You Tube and watched and tried to understand all of their video uploads before making contact. Having spoken to a number of transfer specialists their content seemed to be very well balanced especially highlighting the regulatory requirements and risks. When I made the initial contact, they responded to my initial enquiry within a matter of hours and an initial consultation zoom meeting soon followed.
Over the following months, Jonathan Laws was always available, at any hour, to advise and guide me through the transfer process in a highly professional manner. His knowledge of the relevant legislation related to the transfers lead to an efficient transfer process.
On the completion of the transfer the professional relationship with Cameron James Ltd and Jonathan Laws has continued into the investment phase. His insights have proved to be especially valuable in the current turbulent times.
Eventually, I discovered Cameron James Ltd on You Tube and watched and tried to understand all of their video uploads before making contact. Having spoken to a number of transfer specialists their content seemed to be very well balanced especially highlighting the regulatory requirements and risks. When I made the initial contact, they responded to my initial enquiry within a matter of hours and an initial consultation zoom meeting soon followed.
Over the following months, Jonathan Laws was always available, at any hour, to advise and guide me through the transfer process in a highly professional manner. His knowledge of the relevant legislation related to the transfers lead to an efficient transfer process.
On the completion of the transfer the professional relationship with Cameron James Ltd and Jonathan Laws has continued into the investment phase. His insights have proved to be especially valuable in the current turbulent times.
As an expat, I had some questions around living in a foreign country abroad related to my future financial planning. I reached out Cameron James after speaking to several financial companies. I spoke to Jude Dawute, who was friendly, polite and always available. Jude and his team promptly responded to my questions, updating me frequently and following up as necessary. I can wholeheartedly recommend Cameron James to anyone looking for relevant financial services.
I have had plenty of approaches and some discussions over a five year period, since moving out of UK and having pension assets there. Consolidating my pensions into a single fund was a careful choice and CJ made it possible in a very tricky environment. financially it may or may not be a great decision but my motivation was not just financial. Just want to know the fund is safe and i can make decisions on its structure. Jonathan Laws has been a great companion on the way, helpful and clear, no pressure, willing to listen to my preferences. The markets dropped significantly and my return this year will be below inflation I guess, but I have been able to make some timing and fund choices which I am very comfortable with. I would recommend Jonathan for the transfer and investment process - it has been recent and I have faith that CJ will continue to provide a personal and caring service - ask me in a few years!
As an expat, I wanted to consolidate my two UK pensions into a SIPP, and I am pleased that I chose Cameron James after spending many weeks researching several financial companies. I want to give a special shout out to my adviser Jonathan Laws, who was always accessible. Jonathan and his team promptly responded to my questions, updating me frequently during the entire pension transfer process. All went smoothly. I can wholeheartedly recommend Cameron James to anyone looking to transfer their UK pension. Also, they have several videos on YouTube if you are looking for more information and advice.
In my experience, Cameron James is a professional team. Having done a great deal of due diligence before embarking on the DB Transfer process, what is immediately obvious is the amount of information available on their website which persuaded me to make the initial contact. The site covers all aspects of the transfer process, particularly the cost involved which are all transparent at the start. The back-office team have worked diligently, providing constant updates throughout the process. If I can advise anyone contemplating a DB Transfer, and as has been said before, do not underestimate the extremely tight time constraints involved, the legal processes that need to be followed, the emotional roller-coaster and the level of detail analysis it takes for the best outcome. Johnathon Laws deserves a particular mention of thanks from me, he comes across as an honest, efficient, hard working individual. All emails sent to him whether it be a particular concern or query are replied without delay. This attitude further enforces the building of a relationship based on trust, both initially and during the transfer process, which, by the way takes many months to complete. Finally, my comments above hopefully gives a short description of my experience of working with Cameron James. As to my future relationship, I’m currently positive that the financial advisory role which they provide, will reinforce my high expectations of a successful future.
I have been using Cameron James to conduct a transfer of my DB pension schemes. They have been efficient, open, honest and approachable. I would recommend.
After an initial WhatsApp conversation with Dominic, I recently had a meeting with Jude at Cameron James about a potential DB final salary transfer. Both Jude and Dominic were very friendly, knowledgeable and professional, and helped me better understand my situation and the processes involved with such a transfer.
I can wholehearted recommend Cameron James if you're looking for similar advice. Thanks Jude and Dominic for the help.
I can wholehearted recommend Cameron James if you're looking for similar advice. Thanks Jude and Dominic for the help.
I would thoroughly recommend the team at Cameron James for expat pension advice. I had accrued a number of UK DC pensions before moving overseas and wanted to consolidate them into one more easily managed fund and to work with a firm that could advise on the best use of that fund when I retired. I spoke with both James and Jonathan at Cameron James and they talked me through the pros, cons and process of transferring the funds into a single International SIPP. The transfer was straightforward on my end and Cameron James kept me updated with a short weekly email stating where each pension was in the process. So far I have been very impressed with the personal service I've received.
I selected Cameron James to help with transfer of a UK pension fund into an international SIPP after vetting 5 possible candidates (3 in the UK and the 2 in the USA). I found them to be very professional, easy to work with, transparent (fees etc.) and very timely with responses. They are very knowledgable about the most up to date UK legislation related to pensions and prepared a very detailed report before a final decision had to be made. Our contact was very thorough and always followed up to make sure that we were well informed every step of the way.
Highly recommended.
Highly recommended.
Dominic and his team did a great job moving my final salary pension to a SIPP. This is not an easy or cheap process, but Dominic understands it very well and completed the transition in a very efficient manner within a short deadline. Dominic is always very responsive, answered all my questions and was easy to contact. Thank you for your support, I am looking forward to see the results of this investment
I contacted Dominic after viewing one of his excellent YouTube Videos on DB Pensions.
We conversed using WhatsApp and Dominic quickly and professionally answered some questions I had.
I was really impressed how professional he was, fully explaining the pros and cons in my case even though the end result was not what I had hoped for. The honesty of Dominic was welcomed and from what I know of him so far would recommend his services.
Thank you
We conversed using WhatsApp and Dominic quickly and professionally answered some questions I had.
I was really impressed how professional he was, fully explaining the pros and cons in my case even though the end result was not what I had hoped for. The honesty of Dominic was welcomed and from what I know of him so far would recommend his services.
Thank you
Dominic Murray was extremely courteous and professional responding to my email and calling me overseas almost immediately. He went out of his way in assisting with my enquiry and gave me some valuable free advice concerning my annuity pension. I am happy to recommend his services to all. Thank you Dominic, great service!
I was amazed to get a phone call from the UK...I'm in Australia so that
really impressed me. My query was about moving to the UK. In the end we were talking about different things and got our wires crossed a bit but any firm that is willing to put in an international call has got my business anyday. Well done
really impressed me. My query was about moving to the UK. In the end we were talking about different things and got our wires crossed a bit but any firm that is willing to put in an international call has got my business anyday. Well done
I had a great conversation with Jude after my initial contact with Jonathan in 2021. Jude gave me some sound advice and key next steps as far as my UK pension as I now reside In Toronto. Jude was professional, knowledgeable and informative, and without hesitation I would recommend Cameron James.
I have been very satisfied with the work done by the CJ team. They have provided a comprehensive service and have ensured that the agreed targets have been met by all involved. I would recommend them to anyone needing "Expat Financial Advice".
I am very grateful to my adviser and his team at Cameron James for their calm, courteous and professional service. I had some very tricky pensions issues to deal with, but they were very understanding and got everything sorted out for me. They were very knowledgeable, helpful and supportive every step of the way.
I found Jonathan to be very helpful with the transfer of my pension, which can be quite daunting being an expat in France. He was able to give very straightforward advice and is a pleasure to deal with. I wouldn't hesitate to reccomend him.
I contacted Jonathon Laws at Cameron James to help consolidate my UK pensions into one SIPP for improved guidance on how the funds were to be invested. Having reviewed more than 3 other companies, Cameron came out on top, however what impressed me the most was how Jonathan provided immediate response to my questions. His knowledge and attention to detail, made me confident that I made the right decision. Highly recommend Jonathan at Cameron James - above all expectations.
Jonathan Laws is great both professionally and interpersonally. He explains everything very clearly . Finding a professional that can help transfer a British pension when you are an expat who lives in the USA is not easy and there are many people that say they can help but are not able to. Jonathan is knowledgeable about the transfer process and communicates what is going on every step of the way. I have no qualms in recommending him and will continue to use his services. A+++++
Like many of us reaching retirement age now I had a number of company pension schemes all with different providers. Cameron James enabled me to bring these together into one scheme. The financial advice is excellent and clearly explained all the way through. The investments within the scheme are intelligently placed and at a risk level within my comfort zone. I can't imagine that a different choice would have been better.
As I was approaching retirement, I wanted to convert my DB pensions to DC and then combine all my DC company pensions in one place to manage the pot better for better returns than the incumbent pension administrators had been delivering. The solution had to be tax efficient in both the UK and US. I spoke to 5 advisory companies who all came across as knowledgeable, professional and responsive, but Cameron James beat the others out with the best overall value proposition including a tenacious approach to converting my DB pensions at best value (which is the only way you'll ever get it done). Since signing on with Cameron James I've been very pleased with the information I can easily seek out from them as well as the proactive advice that they offer.
As a UK Expat living in the USA looking for a financial advisor for UK based money the problem is without doubt "trust". Who do I trust with my pension? Cameron James answered my concerns and in particular, Dominic James Murray was very helpful and walked me through all my issues enabling me to do my due diligence. As International Financial Advisors, I have complete confidence in their abilities and would recommend them without hesitation. Very professional, highly skilled and trustworthy.
As per the SEC Final Rule 206(4)-1(b)(1) we confirm that the testimonials or endorsements were given by current clients. No cash compensation was provided for the testimonial or endorsement. No direct or indirect compensation was provided to the clients for the testimonial or endorsement. There are no material conflicts of interest of the clients giving the testimonial or endorsement resulting from the investment adviser's relationship with such clients or any compensation arrangement.