Cameron's reviews
Reviewed for
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 27 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 21 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with investment.
How has Cameron Fox helped you?
Explained everything about investments and has helped me ever since I invested through him.
Have you seen the outcome you were hoping for?
Very happy with the advice and returns over the years.
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage a pension that was transferred from a defined benefit company pension.
How has Cameron Fox helped you?
He provided advice and assistance in managing my pension fund.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not aware of any improvements to the service provided.
Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for sound financial advice from someone we trusted
How has Cameron Fox helped you?
His advice was good
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Cameron:
Thank you, Tony, for taking the time to share your experience. I’m pleased to hear that our meetings have given you confidence in your financial planning, investments, pensions, and retirement income. It’s great to know that our regular communication and correspondence are clear and helpful, and that you feel supported in making informed decisions. Building a trusted relationship and providing guidance that clients feel confident in is my main objective. Thank you again for your kind words, and I look forward to seeing you at our next meeting.Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed guidance on the status of my pensions, and on the benefits or otherwise of combining them, plus general advice on actions required to maximise their growth potential
How has Cameron Fox helped you?
Cameron assessed my attitude to risk then provided very sound & understandable advice on what actions were recommended to provide the best potential returns. These were then overseen by Cameron to conclusion, with little or no hassle, and his ongoing monitoring and guidance of this new pension account has provided additional reassurance & peace of mind.
Have you seen the outcome you were hoping for?
So far very much so. I hope to achieve my retirement / pension targets, within the timeframes we discussed, as a result of Cameron & Bank House’s advice & direction.
What could they have done better?
I have been very happy with all aspects thus far.
Cameron:
Thank you for taking the time to share your feedback, Darren. I really appreciate your thoughtful review and am pleased to hear that you have been happy with the support you’ve received so far. It’s great to know that our work together in reviewing your existing pensions and discussing the potential benefits of combining them has helped provide clarity and direction. I’m also pleased that the ongoing monitoring of your pension and regular guidance has given you additional reassurance and peace of mind. Thank you again for your kind words about the advice you’ve received from both myself and the team at Bank House.Review
by a verified client in Middlesex
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Cameron was great, I would definitely recommend him for financial advice services - very knowledgeable and professional
How has Cameron Fox helped you?
Pension Advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Cameron:
Thank you, Danny, for taking the time to leave such a positive review. I really appreciate your kind words and your willingness to recommend my financial advice services. I’m pleased to hear that you found our discussions around your pension helpful and that you felt the advice provided was both knowledgeable and professional. It was a pleasure speaking with you and learning more about your circumstances. Thank you again for your feedback and for taking the time to share your experience.