We are able to make recommendations from the whole of the market with access to a vast number of different products and are not tied to any provider or panel. Perhaps the most extensive area of financial planning, we provide advice for clients who wish to invest either a lump sum or a regular amount each month.
This can be a complex area of financial planning, with many options to choose from and a journey that begins with starting to save for retirement and continues through to choosing how to draw an income once you have made the decision to retire. Another hugely varied area of financial planning is protection, whether personal, family or business protection.
This can be a complex area of financial planning, with many options to choose from and a journey that begins with starting to save for retirement and continues through to choosing how to draw an income once you have made the decision to retire. Another hugely varied area of financial planning is protection, whether personal, family or business protection.
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About
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We are a team of independent financial advisers based in Ely, Cambridgeshire. We specialise in providing unbiased, independent advice for individuals, businesses and trusts on investments, savings, retirement planning, long term care funding, inheritance tax planning, protection (for example life assurance, private medical insurance, critical illness cover) and mortgages (including lifetime mortgages).
Our team
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Lee was recommended to us by 2 of his existing clients, colleagues and friends of ours and I'm glad they did so! He made the whole process much simpler then we were expecting. Lee has helped us on several occassions and we always appreciate and value his time and efforts. Very pleased with the service provided and happy to recommend to my customers and friends and family.
Russell Green
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Russell joined the industry as an apprentice in 2007. Having quickly achieved the Diploma in Financial Planning he now specialises in Pension, Investment, Family Protection and Inheritance Tax Planning advice for both corporate and retail client. As a graduate trainee with St Edmundsbury Wealth Management Ltd, he went on to progress to Director in 2013, a role he continues to this day alongside his position at CamOuse Financial Management Ltd.
James Honey
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CamOuse Financial Management has been a family business for over 30 years and since 2005, I have championed our unique brand to recruit a dedicated team of well trained and well respected individuals.
In 2018 the business was sold following a carefully constructed exit plan put together by my Father and I. Since the sale I have continued to play a major role in the transition between companies whilst maintaining a strong focus on the retention of the company ethos and core values.
In 2018 the business was sold following a carefully constructed exit plan put together by my Father and I. Since the sale I have continued to play a major role in the transition between companies whilst maintaining a strong focus on the retention of the company ethos and core values.
Bobby Hopkinson
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Bobby joined St Edmundsbury Wealth Management in early 2020, he then joined the team at CamOuse in the later part of 2020 having previously worked in finance for over 2 years. He is currently studying Business Management online at the University of Essex Business School, whilst working full time. Bobby supports Russell Green with client management and is looking to work towards a diploma in Financial Services in the coming year.
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