Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 3 )

Pensions ( 39 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 16 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 10 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 2 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 13 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

I needed to set up director's pensions for my limited company

How has Eugenie Cameron helped you?

Eugenie fully understood what was required and was able to give excellent and up to date advice.

Have you seen the outcome you were hoping for?

Absolutely. The pensions were were set up very quickly and all associated documentation was produced to a very high standard.

What could they have done better?

Nothing

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Eugenie

Eugenie was most helpful in giving me some advise on my Pensions. I hope she will continue working with me and my company as our pensions advisor.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Looking to make sure I was running my share portfolio correctly to minimise inheritance and other taxes.

How has Eugenie Cameron helped you?

Very clear grasp of my needs and preferred outcomes with extremely useful advice on how to achieve them.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Has met all my preferred outcomes

Eugenie's reply

Thank you Mr C, it was a pleasure to help.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Eugenie

Open and clear, straightforward . Very helpful.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Wishing to get the advice on my defined-contribution pension, take and invest the lump sum and get it into the best-value and most flexible draw down pension provider

How has Eugenie Cameron helped you?

Excellent analysis of my needs and options.

Have you seen the outcome you were hoping for?

Yes, just what I needed

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Planning our retirement date

How has Eugenie Cameron helped you?

Establishing when we can retire

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Eugenie listened carefully to our requirements and gave clear, detailed and helpful advice. She made sure we understood and provided clarification where needed.

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Eugenie

I have had an initial appointment with Eugenie today which I found extremely helpful

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Excellent first meeting regarding pension implementation plenty to think about

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Very helpful initial meeting. Eugenie is approachable and knowledgeable and I would have no hesitation in recommending her to others.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

My various pension pots and savings weren't working as hard as they once had been and I needed advice to ensure they continued to grow, in order to provide me with a comfortable retirement.

How has Eugenie Cameron helped you?

For the first time talking to a financial advisor I really felt that what was suggested was tailored personally to me and my situation, rather than just being a standard solution.

Have you seen the outcome you were hoping for?

It is early days as we only signed things off a couple of days ago, but a new pension plan has already been set up and I now have a plan for my savings and investments. I am confident that my finances are in a better state now than they were last week.

What could they have done better?

Nothing. Eugenie is friendly, approachable, knowledgeable and really seems to care about her clients.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for some independent advice regarding pension planning and long term investments

How has Eugenie Cameron helped you?

Eugenie proved very knowledgeable about all aspects of financial planning, and most importantly offers advice that is truly independent and tailor made to a particular situation

Have you seen the outcome you were hoping for?

Yes very pleased

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Highly recommended. Eugenie has offered me excellent confidential advice and support from her extensive financial knowledge and understanding of my personal situation. Thank you for your help!

Eugenie's reply

Thank you Steve, that's really kind. I'm happy to help.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Eugenie was friendly, understanding of my needs and highly knowledgable. She quickly analysed and provided advice on my situation. I’ll return to her for next steps and would happily recommend her.

Eugenie's reply

Thanks Lynne, that's kind. Happy to help.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Eugenie was a consummate professional from the outset providing excellent advise for specific issues and wider strategies. Agreeing to a home visit helped to make the process of finding documentation a much simpler one . I would highly recommend -Thank you Eugenie

Eugenie's reply

Thank you M, glad to help.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Eugenie

Eugenie was really helpful and happy to give her time when we met to speak about my pensions. I look forward to working with her.

Review from verified client

March, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Following my mother's death my wife and I needed independent advice on money inherited from her estate and existing savings with a bank and building society.

How has Eugenie Cameron helped you?

Eugenie reviewed our personal circumstances and financial situation and then prepared a detailed report of her recommendations and charges. The report was written in a very straightforward and easily understood manner.

Have you seen the outcome you were hoping for?

The outcome exceeded our expectations.

What could they have done better?

Eugenie's friendly and professional approach could not have been bettered.

Eugenie's reply

M & T - you are very kind, thank you for your lovely review. I hope to catch up with you both soon. Kind regards, Eugenie

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

financial advice

How has Eugenie Cameron helped you?

Eugenie was remarkable. She asked questions; many questions wanting to really understand how we wanted to use our portfolio and make the best use of our investments. I have never felt so well heard by a financial adviser - she's smart, asks great questions, listens, and truly works alongside you. Any advisor can make recommendations, Eugenie considered so much more than any FCA I have ever worked with. She has made our portfolio sing! Eugenie is a rare find in the financial adviser world, she is humble in her approach, astute in her recommendations and absolutely superb to deal with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

The advent of the Peoples Pension prompted me to look at my retirement provision. Big shock. Bits and pieces of various pensions everywhere, so I asked a trusted friend if he could recommend a financial advisor. He introduced me to Eugenie Cameron.

How has Eugenie Cameron helped you?

To be honest I felt more than a little embarrassed at the state of both mine and my partners financial affairs. Eugenie laid all that to rest, she took from me about 4 box files of legacy and current correspondence from the numerous pension providers, checked everything out and came up with a proposal to streamline and rationalise everything - brilliant. She also recommended an investment plan to make the most of our earnings. Now we have no worries whatsoever. We enjoy and yearly review of our financial position where any recommendations or adjustments to the plan are put forward for discussion. Best of all though, Eugenie is at the end of a telephone, available for any ad hoc advice or questions anytime.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No - I have no hesitation in recommending Eugenie and have done so on a number of occasions.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Initially I chose Eugenie to manage an investment to pay for my mother’s care home fees from a selection of financial advisors because of her straightforward, open, and knowledgeable attitude. It worked out brilliantly so she was my natural choice when my wife and I needed to create a safe and steady income from joint inheritances.

How has Eugenie Cameron helped you?

After listening carefully to our financial needs Eugenie advised us how to construct the best portfolio to achieve what we wanted. When she was sure we fully understood her detailed and thorough explanations her team put the plan into action quickly and cost effectively.

Have you seen the outcome you were hoping for?

Despite living through volatile and uncertain times in the global economy the management of our fund has been outstanding. Despite the market fluctuations and endless doom reported in the press, we feel our financial future is secure in Eugenie’s hands.

What could they have done better?

We wanted a financial advisor who could provide some certainty in the changing and challenging world of finance. In this Eugenie has left us wanting for nothing.

Eugenie's reply

Thank you for your kind words Anthony and Aruna. I hope you both stay well. Best wishes, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

I had neglected to review any my wife and my own pension arrangements for a long time

How has Eugenie Cameron helped you?

Eugenie provided clear and realistic advice

Have you seen the outcome you were hoping for?

Her recommendations have been have been solid and our savings have been as good as expected in these difficult times

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement I needed broad advice on investments and pensions.

How has Eugenie Cameron helped you?

As well as proposing particular investments Eugenie helped with setting up pensions for both myself and my wife. Thanks to Eugenie we also invested in a savings scheme for our children to help with house deposits. Again these products have performed very well.

Have you seen the outcome you were hoping for?

Absolutely. It is nearly 10 years since we first dealt with Eugenie and the investments have performed strongly.

Eugenie's reply

Thank you David, much appreciated. I hope you are all well. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions

How has Eugenie Cameron helped you?

Identified which pensions should be retained, which had specific tax advantages and those that were under-performing.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

Going through a divorce

How has Eugenie Cameron helped you?

Advise on where I should put my funds

Have you seen the outcome you were hoping for?

Yes it has gone up and down and when I have phoned for advice they have always been able to help and resolve any concerns I have.

What could they have done better?

To keep in contact abit more often

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

The complexities of pension choices and options that now have to be faced by many people including those who may well have some level of understanding and professional knowledge.

How has Eugenie Cameron helped you?

Reviewed my existing personal pension plan, suggested changes to some of the funds within the investment portfolio, outlined my options, prepared reports and, at a later date, recommended a change in pension provider due the limitations of my present plan,

Have you seen the outcome you were hoping for?

Covid-19 has impacted on being able to see the full outcome and a longer timeframe needed.

What could they have done better?

I think all financial advisers have to address the issue of communicating what are often complex finanical, regulatory and tax aspects in plain and accessible English if clients are to understand the reasons,impacts, options and decisions needed. Financial advisers should not 'hide' behind these complexities and must devote time to be transparent and clear in their reports etc to clients. It is a challenge and time consuming but necessary.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

I needed income protection insurance in case of ill health in the future as I am self employed.

How has Eugenie Cameron helped you?

Eugenie advised me on income protection insurance and pension planning.

Have you seen the outcome you were hoping for?

A good outcome based on helpful knowledgeable advice.

What could they have done better?

Very happy with everything

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Help with taking money out of my pension

How has Eugenie Cameron helped you?

Eugenie did everything and made the whole process easier.

Have you seen the outcome you were hoping for?

Yes everything is sorted.

What could they have done better?

Couldn’t of done anything better.

Eugenie's reply

Thanks Rob, it was a pleasure! Thank you for the review, it is much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Dealing with my Parents financial Affairs

How has Eugenie Cameron helped you?

Handled their financial investments while they were alive and assisted with my duties as Executor when managing my fathers estate.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything she could have done better.

Eugenie's reply

Thank you Andy - much appreciated. I look forward to discussing your own financial planning with you soon.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

My wife and I have a relatively small amount of money which we were anxious should be protected during our retirement. Making money from investments is still possible in these days of low interest rates but we were concerned that our nest egg should not be eroded rather than take risks which might have made us millionaires but could just as easily have left us in some difficulties.

How has Eugenie Cameron helped you?

Eugenie appreciated our situation right from Day 1. She has never proposed investing in risky ventures and her advice has ensured that we still have a substantial amount to call on if and when it is needed. It is also a help that she is local and always accessible.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Up and until now we have been completely satisfied with the advice and service we have received. However - a note of caution. We originally contacted Eugénie based upon her reputation and recommendations. Recently she has joined forces with HDA and we would not like to think that her service will become any less personal or that her business will get swallowed up by some larger and more inaccessible organisation.

Eugenie's reply

Thank you David, I appreciate your honesty. I hope that we continue to work together for many years to come.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Planning towards end of career

How has Eugenie Cameron helped you?

Eugenie Cameron has always provided excellent, timely and relevant advice. We have always acted on her suggestions and feel confident that she has a good understanding of our situation and desires for the future.

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Eugenie Cameron has always provided excellent, timely and relevant advice.

Eugenie's reply

Thank you Dr and Mrs W. I appreciate you taking the trouble of leaving a review for me. Thank you for your kind words.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

My wife and I were looking for a local adviser who would provide high quality advice tailored to our requirements.

How has Eugenie Cameron helped you?

Our specific requirements were listened to and the advice offered reflected those requirements. When we raised concerns about particular markets, our concerns were discussed and agreement was reached on any required investment action. All investment actions were carried out in a timely fashion. All investment advice has been soundly based.

Have you seen the outcome you were hoping for?

The investment results have been extremely pleasing.

What could they have done better?

When the advice has been sound and the outcomes gratifying, it is difficult to make constructive suggestions apart from encouraging a maintenance of the current standard.

Eugenie's reply

Thank you Mr & Mrs P for your kind words. I appreciate you taking the time to leave me a review. Client feedback is always important to us and a good reminder of the need to keep trying our best. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Eugenie was recommended to me over a decade ago by the legal and tax advisor who has looked after my international career in the film business for the past thirty years or more. I was immediately struck by the close personal interest she takes in the needs of her clients, and by her obvious conscientiousness and integrity. The experience of working with her is more like dealing with a small family firm than with an anonymous corporation. For those of us with neither time nor competence to pay attention to the necessary details of money management, her advice and help are a Godsend.

How has Eugenie Cameron helped you?

She has provided a cool head in striking a balance between need and risk in terms of financial investment decisions. She has always displayed a remarkable capacity for understanding my life on a personal level and tailoring her advice to it.

Have you seen the outcome you were hoping for?

Yes, totally. An adequate investment income at a safely manageable risk.

What could they have done better?

I can't think of any improvements.

Eugenie's reply

Thank you David. You are too kind.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Following the demise of our previous IFA my wife and I learned of Eugenie’s newly started company from a financially astute friend.

How has Eugenie Cameron helped you?

Most of our financial affairs have been in her hands for several years and we have been totally satisfied with the results. Her advice on investments has always been sound and in line with our personal needs. She offers clear explanations of the variety of options open to us and this has helped particularly with gifts we have occasionally made to family members and with IHT planning. All matters have been dealt with quickly, efficiently and accurately.

Have you seen the outcome you were hoping for?

Yes,

What could they have done better?

We have always felt that we were in safe hands with Eugenie. As far as I can tell, the service could not be bettered. We would unreservedly recommend her to others.

Eugenie's reply

Thank you Dr and Dr P. I very much appreciate your kind words. It is a pleasure working with you both. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Multiple unrelated pension pots from different companies, accrued over the years and the approach of my pensionable age

How has Eugenie Cameron helped you?

Eugenie, reviewed and help with the management of these multiple, pots including advice on which ones were best to take immediately

Have you seen the outcome you were hoping for?

Yes, greatly simplified pension pot with a single point of contact

Eugenie's reply

Thank you Matthew - your review is greatly appreciated. Asking for feedback keeps us on our toes! Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I decided to investigate the feasibility of retiring a couple of years earlier than state pension age.

How has Eugenie Cameron helped you?

Eugenie rounded up the pension information from my previous employers and advised which were best left in place and which were able to be transferred.

Have you seen the outcome you were hoping for?

Yes. I have been very happy with the advice received and once the pensions were transferred and the drawdown taken I have been pleased with the outcome.

What could they have done better?

To be fair, there is not a lot more that could be done to improve things. The initial meeting to discuss requirements went well and subsequent communications (letters, E mail, etc was timely, comprehensive and professional.

Eugenie's reply

Thank you Alec. I very much appreciate the feedback. I hope you are well and keeping busy, I expect you are dreaming of being out on the boat!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

We were not happy with the returns we wer getting on our investments.

How has Eugenie Cameron helped you?

She carefully reviewed them in the light of our then current and future needs.

Have you seen the outcome you were hoping for?

Far better than we could have hoped for especially in the current economic climate. Had we cotinued with our previous investments we would have been considerably worse off.

What could they have done better?

In between our annual reviews it would have been helpful to have had a very brief update on the performance of the investment.

Eugenie's reply

Thank you Mr and Mrs H. Your suggestion is noted and will be fed back to the team. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

I was coming up to my planned retirement date and needed to take some decisions on what to do with my additional contributions pension pot which was separate form my employer's scheme.

How has Eugenie Cameron helped you?

Eugenie used her experience of the current investments market to provide an extensive and quantitative comparison of my options which made my decisions easy and worry free.

Have you seen the outcome you were hoping for?

Give the current financial climate my expectations have been very much exceeded by Eugenie and her team,

What could they have done better?

From the beginning I have never felt under any sales pressure from Eugenie. Eugenie has always made me aware of the costs of her services before she supplied them and I have regard her advice and services to me as excellent value for money.

Eugenie's reply

Thank you Dr D. I very much appreciate your kind words. I hope you are well. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Requirement to deal with my affairs professionally and efficiently.

How has Eugenie Cameron helped you?

In all aspects in planning and advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Excellent service. Nothing to comment.

Eugenie's reply

Thank you Mr and Mrs C. It's a pleasure working with you both. I look forward to the time when we can catch up in person. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

A need to simplify and explain what was at the time a complicated set of investments which I did not fully understand

How has Eugenie Cameron helped you?

By consolidating them together into a simple, easy to access account and by assessing my needs, my views on levels of risks and my objectives. This all done with face to face meetings (pre Covid) and rapid follow up by a team of dedicated highly professional team.

Have you seen the outcome you were hoping for?

Absolutely. And continuing to do so in an exemplary manner.

What could they have done better?

Frankly, nothing could be done better.

Eugenie's reply

Peter you are too kind. I look forward to the day when I can see you in person again! I hope you are well and keeping busy. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Initially through dealing with my Dad's estate to help my Mum

How has Eugenie Cameron helped you?

Eugenie always gives sound advice and I have always found her to have excellent""people skills"., especially with my Mum

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There really is nothing I can think of. I am very happy with Eugenie

Eugenie's reply

Thanks Sue, I really appreciate your kind words. It means a lot. Working with your family over the years has been a pleasure. Speak soon, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I am approaching what I hope to be early retirement and needed advice on whether it was possible or not, and if it is possible, the best way to go about it.

How has Eugenie Cameron helped you?

Eugenie looked through my various pensions and other investments and suggested options for investing them to earn me an income in retirement.

Have you seen the outcome you were hoping for?

The plan seems to be moving forward smoothly, with excellent updates on how things are progressing

What could they have done better?

Nothing so far, it has been very courteous, professional service.

Eugenie's reply

Thanks Kerry, very much appreciated.

Review from verified client

January, 2021

Overall

Value

Advice

Service

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Had several small pensions that were not growing much. Because I'm approaching retirement, I wanted to consolidate them and transfer to something with better growth prospects.

How has Eugenie Cameron helped you?

She helped with retirement planning, suggesting a new pension plan that matches my attitude to risk, dealing with all the pension transfer administration, and explaining the options for accessing the money once I retire. All for a very reasonable fee.

Have you seen the outcome you were hoping for?

Certainly. The new pension investments are doing very well (in spite of the difficult circumstances of this Covid year), and I recovered the payment fee in just four months.

What could they have done better?

Maybe she could have given more information about the recommended product, and the reasons behind the recommendation, at an earlier stage, to help me take a decision. I was happy with her choice once she explained it in more detail.

Eugenie's reply

Merce your feedback is really important. I appreciate your honesty - how am I going to get better if I don't hear what it's like from the client's perspective? Thank you again for leaving a review.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

In deciding to retire early we were seeking investment advice so that our savings and pensions continue to grow to provide for us going forward in the short, medium and long term.

How has Eugenie Cameron helped you?

Within the first 10 minutes of meeting Eugenie we were convinced she was the adviser we had been looking for. From the start she has been looking to ensure it is our aims and objectives that are met and not putting forward an agenda of her own, or any form of 'hard sell'. We have been clients of Eugenie for almost 4 years now, and are happy with the advice and service that we receive from her. Put simply, we trust her and her recommendations

Have you seen the outcome you were hoping for?

Our objectives are generally mid to long term, so this in an ongoing process, but despite this year's tremendous upheaval due to Covid-19 we are tracking desired levels of income overall.

What could they have done better?

We thought long and hard about this, but cannot think of anything that requires improvement!

Eugenie's reply

Thank you for the time you have taken with this, I really appreciate it. Feedback is really important and hearing what it is like from the client's perspective is really valuable not only to me but to the team. I hope you and Andy are both well. Happy New Year to you both - I hope 2021 proves better than 2020. Thanks again, Eugenie

Review from verified client

January, 2021

Overall

Service

Advice

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

As self employed (now retired) we needed to take care of our own pension plans. Professional advice was essential. We were recommended to Eugenie by another financial adviser whose judgment we trusted.

How has Eugenie Cameron helped you?

She has monitored our financial savings and pensions, offering detailed advise, never with pressure but always considering our personal circumstances.

Have you seen the outcome you were hoping for?

Yes. During recent financial ups and downs her advice has been essential.

What could they have done better?

On a few occasions, in the past, response times could have been faster (on routine matters). The current company arrangements should improve have improved this, and during the current Covid pandemic we have seen service "as normal".

Eugenie's reply

Thanks Peter, you too. I hope you are managing ok all things considered. You are very kind for leaving me another one of these, I was in two minds in asking you. Speak soon no doubt, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Not happy with Pension Advisor while in Workplace Pension Scheme, on Retirement requested new approach to managing Private Pension. To have another Professional oversee Portfolio.

How has Eugenie Cameron helped you?

Presented options to consider, provided advise on how to achieve the best results where possible. Was very helpful in all communication via Office, Email, Telephone regarding enquiries. Kept up-to-date with relevant information relating to Pension. After a period of time advised to Transfer Pension to a new Provider to hopefully see an improvement and saving of costs.

Have you seen the outcome you were hoping for?

The performance of the policy over a period of time remained at a level expected, still enabling payment release possible throughout the duration. We await seeing how the new arrangement put in place performs over the coming months, and will monitor its progress going forward.

What could they have done better?

Overall very pleased with everything. Financial Adviser gave sound and honest views presented in conversations, would make suggestions where she thought of benefit to individual to consider. Hopefully setting up the most appropriate scheme for needs in Retirement years.

Eugenie's reply

Thanks Sue and John, I note your comments about large dips. Hopefully Covid hitting was an exceptional event, we are all doomed if we get repeats of this! Thanks for your kind words though and I agree, I hope 2021 is better for all of us. Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

To invest money wisely.

How has Eugenie Cameron helped you?

Eugenie is available, puts you at ease and explains things in terms anyone can understand. You don't have to understand financial guru language. Eugenie looks after you in a caring way and constructive way. She is friendly, knowledgeable, explains options clearly and gives you time. Also she is personable and makes you feel confident.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It's difficult to think of anything she could have done better.

Eugenie's reply

Thank you Anne for your very kind words. I really appreciate it. I hope you are well and keeping busy and positive. I hope that 2021 is a better year for all of us. Life will seem so easy if we ever do get back to normal! Kind regards, Eugenie

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

We moved into the area five years ago and wanted a face to face relationship with a Financial Advisor

How has Eugenie Cameron helped you?

Eugenie asks appropriate questions and takes time to listen carefully to what we say and lets us know she has understood our circumstances and approach to investments and planning for our future. She has always responded quickly and clearly to requests for information and she uses simple graphs to help explain the investment strategy for the future and current performance. She is backed up by like minded and responsive colleagues. Highly recommended.

Have you seen the outcome you were hoping for?

So far we are very happy with the outcome given the crazy times we are living in

What could they have done better?

Biscuits

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

we were originally with another Financial Advisor who left Malvern, and we were transferred to another Financial Advisor who we were not 100% happy with. Eugenie gives a honest overview of your Finances, then guides you through a maze of options, which can be mind blowing. We always feel we are in safe and capable hands at every stage of our Life, and can contact Eugenie at any time if we have a query or concern.

How has Eugenie Cameron helped you?

Eugenie streamlined our investments, by reducing duplications and matching our level of risk and focused on our long term goals. Investment Strategy is paramount depending on what stage of life your happen to be at. We now feel confident that we will retire comfortably and reduce our tax obligations to the minimum. Thank you so much Eugenie.

Have you seen the outcome you were hoping for?

So far, yes we are pleased that our investments have performed well and that we can focus on Living our lives without worrying about our finances.

What could they have done better?

I do miss your Christmas card, but otherwise everything is fine

Eugenie's reply

Thanks Claude. That's much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I had some inheritance money, also several small pensions ,

How has Eugenie Cameron helped you?

I really had no idea how to invest this money or where , I was recommended by a very trusted friend who also uses Eugenie financial services, Eugenie totally understood my needs and concerns, we have regular updates ( now on Zoom) and I feel totally confident , and comfortable with how my investment is working.

Have you seen the outcome you were hoping for?

more than

What could they have done better?

I don't think there is any thing more that I would have expected , all was explained thoroughly , and I like the way I can track on line how my investment is fairing .

Eugenie's reply

Eternally grateful Nicki. Very much appreciated.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

We needed help with some investments that were given to us.

How has Eugenie Cameron helped you?

1. General help with encashing some investments 2. Specific help with dealing with a difficult situation and unhelpful investment company Eugenie went over and above the call of duty to help us with both of these.

Have you seen the outcome you were hoping for?

We are finally seeing a breakthrough, thanks to Eugenie's perseverance.

What could they have done better?

Initially we were not sure what was happening, but once things began to develop Eugenie was great at keeping us updated and abreast of the latest developments.

Eugenie's reply

Thank you Wayne and Helen, I am always happy to help where I can.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Our old IFA had closed in Malvern and we have held various ISA accounts and pensions with them over the years. We were looking to bring these together into a more convenient arrangement as we moved into old age and to have the safety net of ongoing financial advice. We were also concerned about the possible inheritance tax position on our deaths. Our financial position was somewhat complex and we needed professional advice.

How has Eugenie Cameron helped you?

Eugenie provided us with a full and comprehensive financial planning service for a very reasonable fee. This provided us the peace of mind that we have put our affairs in order and that our investments are being managed without us needing to worry about them. Eugenie also helped us get our Wills and Lasting Powers of Attorney updated with the help of a local solicitor.

Have you seen the outcome you were hoping for?

We have been very happy with the service we have received from Eugenie and feel completely confident in the advice we have received. We know that Eugenie and her team will contact us if there is anything we need to do or know about. In the meantime we are quite happy to delegate the running of our investments to her very capable team.

What could they have done better?

We can't think of anything.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Self Employed and saving for future.

How has Eugenie Cameron helped you?

Gave advice on pensions.

Have you seen the outcome you were hoping for?

Yes - very happy.

What could they have done better?

N/A

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Eugenie

have only had a brief phone call, making an appointment shortly.

Eugenie's reply

Thank you Graham, I look forward to meeting in the future. Always happy to help!

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Eugenie

I found Eugenie very pleasent appears to be very capable. Our meetimg was very good and clear. Her organisation appears to be well planned. Please do not mention my name on any of your reviews Thank you

First impression from a user who is not yet a client

April, 2015

Overall

Please provide a brief comment about your experience with Eugenie

Well here we have a problem because Eugenie Cameron didn't respond to my e-mail or get in touch. Very disappointed as her reviews were so impressive. Perhaps she didn't receive it, who knows?

Eugenie's reply

Unfortunately I was unable to reply to your enquiry because my baby decided to arrive 8 weeks early very unexpectedly! I apologise that your enquiry was not picked up by our team and the situation explained.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

Eugénie has always provided us (my wife and I) with sound and easy to understand advice in a friendly, relaxed but professional manor, which has enabled us to make successful, strategic financial decisions.

What could they have done better?

difficult - I can't really think of any way to improve the service that Eugénie provides - if really pressed I think the addition of chocolate biscuits would be an asset.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

very professional. Proactive and follows up regularily.gives my wife and I peace of mind that our affairs are in competent hands

What could they have done better?

not applicable

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

I was nervous speaking to a financial adviser as one often reads bad press regarding their practices. However, Eugenie Cameron put me at ease from the first meeting by explaining everything extremely clearly in a way I could understand. I am feeling confident that my investments are held in a way that suits me and that this will continue in the future as the company will provide me with regular reviews and valuations.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

Professional service from a very knowledgeable adviser.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Gloucestershire

How has Eugenie Cameron helped you?

Eugenie and her team at Cameron And Company Financial planning were extremely professional, they assisted my husband and I with Company Pension contributions as well as sorting through our existing schemes. Eugenie explained the process the fund selecion risk and expected incomes extremely well and we thought we recived all the advice we required to feel secure about our future plans.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Eugenie

I submitted a question and got a detailed response the same day. Very grateful for the advice. Thank you

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

Eugenie was a pleasure to work with. She explained things in a very clear manner and was very knowledgeable. Eugenie provided me with a comprehensive report with her recommendations and spent time ensuring I understood everything she was recommending. I would definitely recommend Eugenie.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

Eugenie keeps us informed of the progress of our investments with a twice yearly report but also let's us know if things are showing any negative activity and gives her suggestions for a better result. These are always well considered and have proved positive. She has our complete confidence that she is working on our behalf for the best outcomes.

What could they have done better?

This is difficult as she has all the attributes suggested in the list below!

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Shropshire

How has Eugenie Cameron helped you?

Approachable. Talked in plain language that brought complex issues into perspective. Took great pains to unfderstand needs and to advise accordingly.

What could they have done better?

Nothing so far.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

Eugenie gives a personal and thoughly proffessional service to my wife and I. She is always well researched and well prepared at our meetings, and very easy to communicate with.

What could they have done better?

I am very happy with the service

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

My husband and I were recommended to Eugenie prior the her atarting her own business be a trusted person in the tax and financial industry. Eugenie always has a full review at our meetings and has obviously done suitable research. She gives sound advise

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

My wife and I were recommended to Eugenie Cameron by a trusted person in the tax and finace industry and have been with her company sinc she commenced in business independently. Euenie is very easy to communicate with and is always willing to respond to queries as well as keeping us up to date with any issues that may effect us.

What could they have done better?

Very happy with everything as is.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Eugenie Cameron helped you?

Eugenie was extremely thorough in her approach to my planning. I found her very easy to deal with and happily recommend her to friends and family.

What could they have done better?

I entirely happy with Eugenie's service.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Outside UK

How has Eugenie Cameron helped you?

Eugenie Cameron took a very personal and individual interest in my situation to provide me with considered advice. I felt that my interests rather than her own desire to increase the profit for her business were paramount.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Eugenie Cameron helped you?

Personal service from an adviser that cares about her clients

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

Happy with all aspects

What could they have done better?

Happy with all aspects

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Eugenie Cameron helped you?

Very clear and concise information given which was very well understood by myself.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Herefordshire

How has Eugenie Cameron helped you?

I am self-employed and needed to put in place a pension after leaving my final salary pension scheme behind with my previous employer. Eugenie helped me out in place a new pension, helped me plan for my retirement, as well as some much over due life assurance and income protection. The service I received from Cameron and Company was excellent. I would recommend without hesitation.

What could they have done better?

I received a professional and efficient service.