I am delighted to have established Cameron Jones Financial Management Ltd, an Associate Partner Practice of St. James's Place Wealth Management.
I have worked in the Financial Services profession for over 15 years and am passionate about my job and my clients. Previously I worked for BT for 13 years, initially in Aberdeen and London but eventually moving to Devon in 1998, as a Marketing Manager working specifically in the SME marketplace.
My business has grown through referrals, both from existing clients and other professionals. The challenge of solving a client's issue makes my work so interesting and satisfying. For example I gave clients confidence that they could indeed retire by showing them how to use their different assets, savings, investments and pension pots to derive income in the most tax efficient way to fund a comfortable retirement. Other recent cases have been to help divorcees with significant pension shares and other funds being allocated on divorce to invest these to protect their financial security for the future. Helping families with later life planning is another area of speciality and one where I relish the chance to advise. More than anything tax planning strategies are central to much of the advice I give.
Recently I have developed and delivered seminars for women in business and I am committed to working with other lady professionals, building knowledge and skills in the world of finance to empower women to make wise choices for their future.
Furthermore I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development and that of my team. This, along with the dedication that I place in developing solid personal relationships with my clients, ensures that I am able to offer a comprehensive, professional and trusted service.
Outside of my busy working life, I am a mother to four, two still completing school and two at University. I am a member of East Devon Golf Club, determined to get my handicap down. I am proud to hold my RYA Day Skipper ticket and have competed in the J80 class world sailing competition. I also play keyboards in a band, the Lazyjacks, and at church.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.