Trust starts with truth and ends with truth, When you know better you do better, An investment in knowledge pays the best interest, A goal without a plan is just a wish. Our mission is to help clients and their families achieve and maintain financial peace of mind -- preserving the wealth clients have created and building a legacy for future generations of families and business leaders.
As a highly valued client, you will benefit from Camargue House's holistic approach to long-term wealth management.
As a highly valued client, you will benefit from Camargue House's holistic approach to long-term wealth management.
Services
Camargue House was formed in 2013 as a collaboration between leading professionals in the industry with a joint understanding of the needs of our clients, and of the increasingly complex world of financial services. We had our clients' interests at heart when choosing to create a solid base from which to service future generations of clients.
At Camargue House LLP, our financial planning process is designed to incorporate an objective perspective on your current financial situation and organise a plan of action to help you achieve your goals and objectives. Our approach is to act as your "chief financial officer" as we build a process around your specific objectives.
Ensuring that you have sufficient funds to maintain your lifestyle in the future is of primary importance to most individuals. Our role is to manage your finances to help you achieve all the things that you want in your life; to enjoy the lifestyle you have now, to help you escape early if you want to whilst you are fit and able and moving into later life without the fear of running out of money.
We begin each relationship with a discovery process that is designed to help us gain a better understanding of your specific needs and objectives. At this initial meeting, we discuss your current financial situation, your specific goals and any challenges you may face as you work toward those goals.
Our business has grown in the most part for one key reason; our clients recommend us to others. This is core to our business. Below is a small selection recent compliments we've received. Our long standing financial adviser was retiring and we were selling our business at the same time. We were naturally apprehensive that we would find a good replacement adviser who we could rely on and trust.
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