Business Details
Your Trusted Partner for Financial Planning Solutions
CamOuse Financial Management has established itself as a trusted name in financial planning, serving individuals, businesses, and trusts with a commitment to personalized service. Founded on a community and family ethos, our team of dedicated financial advisers and mortgage specialists in Ely, Cambridgeshire, has grown steadily since our inception, expanding our expertise and office space to better meet client needs. We pride ourselves on relationship-based planning, offering tailored advice across investments, retirement strategies, protection, and mortgages.Our approach combines in-depth market knowledge with a focus on long-term client goals, supported by ongoing reviews to ensure financial objectives remain on track. As an Appointed Representative of Quilter Financial Limited, we adhere to rigorous regulatory standards, ensuring transparency, professionalism, and client-centric solutions. With decades of combined experience, our team remains passionate about empowering clients to make informed financial decisions.
Services
Investment Planning
Retirement Strategies
Mortgage Advice
Inheritance Tax Planning
Protection Insurance
Long-Term Care Funding
Highlights and features
- We offer tailored financial advice from a panel of market-leading providers.
- Our team provides ongoing reviews to ensure your financial goals stay on track.
- We combine decades of experience with a relationship-based approach to planning.
- Our mortgage specialists coordinate with estate agents and solicitors for seamless transactions.
- We are regulated by the Financial Conduct Authority for compliance and transparency.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Friendly and professional
Prompt and efficient
Highly recommend
Trusted advisors
Services
Investment Planning
We provide tailored investment advice to help clients grow wealth through lump sums or regular contributions. Our recommendations consider risk tolerance, tax implications, and long-term goals. By leveraging a diverse panel of providers, we ensure solutions align with individual circumstances, supported by ongoing reviews to adapt to changing needs.
Retirement Strategies
Our retirement planning services guide clients through saving and income-drawdown options, including pensions and annuities. We focus on maintaining lifestyle choices during retirement while navigating complex regulations. Tailored strategies ensure compliance with FCA guidelines, with an emphasis on sustainable income solutions.
Mortgage Advice
We offer whole-of-market mortgage advice, tailored to individual financial needs. Our specialists coordinate with estate agents and solicitors to streamline the process, ensuring competitive rates and efficient applications. Services include first-time buyer support, remortgaging, and leasehold property financing.
Inheritance Tax Planning
Our tax-efficient estate planning minimizes inheritance tax liabilities through strategic gifting, trusts, and exemptions. While not FCA-regulated, our approach prioritizes long-term wealth preservation for beneficiaries, ensuring compliance with evolving tax legislation.
Protection Insurance
We design protection plans for individuals, families, and businesses, covering life assurance, critical illness, and income protection. Policies are tailored to mitigate financial risks, ensuring clients and their dependents are safeguarded against unforeseen circumstances.
People
Andrew Speed
Managing Director
Andrew leads CamOuse Financial Management with over two decades of experience in financial services. He oversees strategic direction and client relationships, ensuring adherence to regulatory standards while maintaining a client-first ethos.
Lee Pooley
Mortgage Adviser
Lee specializes in mortgage solutions, assisting clients with first-time purchases, remortgaging, and buy-to-let financing. His expertise in coordinating with third parties ensures seamless transactions, earning consistent client praise for professionalism.
Matthew Theobald
Financial Adviser
Matthew provides comprehensive financial planning, focusing on investments and retirement strategies. Clients commend his responsiveness and ability to simplify complex financial concepts into actionable plans.
Jo Kurz
Financial Adviser
Jo offers personalized financial advice, emphasizing clarity and jargon-free communication. Her clients highlight her patience and dedication to understanding unique financial circumstances.
Julie Stockdale
Client Services Manager
Julie manages client relations, ensuring efficient service delivery and timely updates. Her role in coordinating with advisers enhances the overall client experience, fostering long-term trust.
Questions
What financial services do you offer?
We provide investment planning, retirement strategies, mortgage advice, inheritance tax planning, protection insurance, and long-term care funding solutions.
Are you regulated by the FCA?
Yes, we are an Appointed Representative of Quilter Financial Limited, authorized and regulated by the Financial Conduct Authority.
Do you offer mortgage advice for first-time buyers?
Yes, we specialize in guiding first-time buyers through the mortgage process, including competitive rate selection and application support.
How do you tailor financial plans to individual needs?
We conduct in-depth consultations to understand your goals, risk tolerance, and circumstances, ensuring personalized recommendations aligned with your objectives.
Can you help with inheritance tax reduction?
Yes, we offer tax-efficient estate planning strategies to minimize inheritance tax liabilities, though this service is not FCA-regulated.
What areas do you serve?
We primarily serve Ely and Cambridgeshire, with clients across the UK benefiting from our nationwide financial advisory services.
Reviews (4)
Laurie Humphrey
Mar 12, 2021
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Positive:Professionalism,Quality,Responsiveness
We paid a small fee to Camouse for whole of market mortgage broker services. As first time buyers, Lee and Eve were able to guide us through the process, find us a deal and sort out the applications in a really helpful friendly and efficient way. We were very satisfied and would recommend CamOuse to others for this service.
We paid a small fee to Camouse for whole of market mortgage broker services. As first time buyers, Lee and Eve were able to guide us through the process, find us a deal and sort out the applications in a really helpful friendly and efficient way. We were very satisfied and would recommend CamOuse to others for this service.
Guy Dewdney
Feb 11, 2021
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Positive:Professionalism,Responsiveness,Value
I was extremely pleased with the quality of the service I received when arranging a mortgage as part of a house sale and purchase through CamOuse. Lee and Eve were very easy to contact and always quick to respond. I would definitely recommend their mortgage arrangement services.
I was extremely pleased with the quality of the service I received when arranging a mortgage as part of a house sale and purchase through CamOuse. Lee and Eve were very easy to contact and always quick to respond. I would definitely recommend their mortgage arrangement services.
Alasdair Cant
Jan 06, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I was so pleased and relieved to find this company. Particularly pleasing is their communication - it's jargon-free, concise and clear. We've been very happy with advice given thus far, and also their responsiveness whenever we've had any queries.
I was so pleased and relieved to find this company. Particularly pleasing is their communication - it's jargon-free, concise and clear. We've been very happy with advice given thus far, and also their responsiveness whenever we've had any queries.
Neil Parker
Dec 01, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
I have been a client of CamOuse Financial Management Ltd for many years and have always found their services to be of the highest quality.
I have been a client of CamOuse Financial Management Ltd for many years and have always found their services to be of the highest quality.
