cambrian-associates
cambrian-associates
cambrian-associates

Why Cambrian Associates?

At numerous stages in your life you will require various levels of financial planning, whether it be purchasing a house, protecting family members, retirement provisions, providing an education for your children or securing the standard of living to which you aspire - both now and in the future.

At Cambrian Associates we take the headache out of financial  planning. We undertake an Initial Free Consultation to analyse your current situation and identify your needs. You then leave the rest  to us, we follow up our initial consultation with a letter of recommendations based upon our analysis and research. A further meeting is then necessary to put the proposals in action.

At Cambrian Associates we have made it our policy to carry out annual reviews with all  our clients. This enables us to update you on the performance of your investments and other arrangements. This also gives you the opportunity to adapt your financial arrangements according to your situation and needs.

Cambrian Associates offer their clients a choice as to whether we are remunerated by fees or commission. This will be disclosed to you at the time and will enable you to seek our advice on other matters and receive your annual reviews without the necessity of further fees being charged.  

 

cambrian-associates

17-19 Glynne Way

Hawarden

Flintshire

CH5 3NS

Tel: 01244 539595

Fax: 01244 532236

Email: info@cambrian-associates.co.uk

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