Due diligence should always come first, especially when it involves your money. Everyone wants to enter a relationship feeling comfortable. At CJ, we encourage clients to do their due diligence on us. It improves our advice process as clients are more informed on areas such as regulation and security, allowing us to focus on your area of advice.
Complete your due diligence at your pace and Contact Us when you are ready. Our FAQ continues to grow, so if your question is not listed, ask us, and we will answer within 24hrs.
Many companies avoid discussing costs until the last moment. At CJ, we want our clients to have as much information as possible on costs. It helps our clients understand what the broad level of the cost will be in return for the services we provide. We like openness. For example, when we are researching a new SEO Manager, we also like to have a rough idea of cost in advance. It allows us to assess the market and engage with the correct professional.
Of course, we do understand that the quality of service can vary from one company to another and cost is not everything. That is why people do not search for the cheapest dentist but the one well priced with good reviews. While every effort has been made, all client situations are different. Below is a broad overview, it is not an exhaustive list.
Pension Transfers can be a rather technical area of Financial Advice. In addition to this, the landscape of UK pension legislation is continuously changing and adapting. At CJ our Financial Advisers are at the forefront of these changes and have a wealth of experience from previous pension transfers in their career.
For many clients, transferring their UK pension is not a small decision. They want to understand the process as much as possible to be sure that it is the right move for them. This section gives examples of the most common questions.
Once you have had your Solution Appointment with your dedicated Adviser and you want to proceed with the advice, we prepare your pre-completed application pack for you to review and sign. This application pack is sent to you by DHL.
All regulated financial entities must take steps to ensure that they are not be used to launder money being made from illegal sources. This is standard practice but we make this as simple as possible for you.
We always make it clear that we are not qualified Tax Advisers. You should always seek independent Tax Advice if needed. Online banking is simple and easy though and allows you to stay up to date anywhere in the world.
When starting a relationship, it is always good to know what your options are if you want to leave. At Cameron James, we are pleased to say we have not had a client leave us before, but the below should answer any questions you may have.
It was a long time ago! Book a Free Consultation to understand and make an informed decision on leaving or consolidating them.