“I started dealing with Cambrian as I was concerned my Teacher’s Pension didn’t reflect my actual entitlement.
They came and explained how the scheme worked, helped me work through my paperwork and liaised with the administrators who confirmed there was indeed an error.
This mistake has now been rectified.
Not only that, Cambrian also reviewed all other areas of my financial situation, putting in place a plan for my retirement, helping to manage my savings and ensuring I had appropriate financial protection in place for my daughter.
They were also extremely helpful in arranging a mortgage for me, which greatly relieved the pressure on my finances.
I have relied on Cambrian for all areas of financial advice and will continue to do so in the future.
I am likely to have to stop work to begin caring for my parents, knowing that Cambrian are there to support me and provide sound advice is a great source of comfort. ”
Mrs. C – Crewe
“I have known Jason personally for many years and more recently on a professional basis since he joined Cambrian Associates in 2007.
Jason has looked after my own financial affairs and a number of my high net worth clients and has also been an introducer for my business.
I have always been delighted with Jason’s professional excellence, his attention to detail and “no nonsense” advice, both for my own affairs and those of my clients.
I cannot recommend Jason highly enough.”
Mr. B – Ellesmere Port
“I would like to thank Richard Carew for all his hard work and professionalism sorting out my Pension. I had no idea where to start.
I had 4 different pensions from 4 different companies. I just gave him all the details and he sorted them all out for me without me doing anything.
He also sorted me out with the best single pension which I am very happy with. Nothing was too much trouble for him and he was the most pleasant person to talk to; no technical jargon just plain English which I understood and felt completely at ease with.
I would highly recommend Richard and his company.”
Mr. W – Near Ironbridge
Mrs B contacted us following the unexpected death of her husband shortly after he retired in 2007.
He had been managing the family finances and Mrs B was very uncertain of her financial position and security.
She contacted John Pennington following a recommendation from a client of his.
Mrs B: “I am extremely grateful to John and the team at Cambrian for the help and support they provided at a very difficult time.
My situation was clarified and I am able to look forward with a degree of financial security and understanding.
John has continued to provide advice and assistance of a high calibre”.
Mrs B from Wirral
“I would just like to say that I have been extremely happy with the advice and service you have given me regarding our recent dealings regarding our mortgage and life assurance policies.
Mike Owen has been to meet with us three times and explained in great detail all aspects of the policies we agreed to effect.
You have been very professional and we would have no hesitation in recommending you to friends and family.
“My parents and I have dealt with Cambrian for more than 20 years….. mortgages, pensions, investments…. everything!
We already held them in high regard but they came to the rescue when my Dad passed away.
We had no idea what to do but they sorted out Probate and a mass of papers that had to be gone through.
They even came with us to the Solicitor. Talk about adding value…………………!”
” I’d had unsatisfactory dealings with another adviser and had been aware of Cambrian’s excellent reputation for years.
What a revelation when I started to deal with them in 2014!
They were superb with our new mortgage and cover.
Now they are looking after our Pension and Investment funds, I feel so much happier. I understand what is going on. They liaise with my Accountant, their service is great and I really get on with their “Back Office” team. “
Mr D is a diabetic and wanted cover to provide for the repayment of his mortgage. We submitted an application to four different Insurers in order to obtain the best terms. Initially, it was not possible to obtain critical illness cover so we repeated the exercise a couple of years later – this time we were successful. They are now in a situation where the mortgage will be repaid if either of them dies or if they suffer an insured condition.
We were introduced to Cambrian by a work colleague in 1999. Their help has been invaluable in putting our finances on an even keel and guaranteeing repayment of our mortgage before our intended retirement. We have also used their services to complain to our Bank about products which we believe to have been mis-sold. Their help in providing draft letters, advice and responses has also been invaluable. We have recommended that friends and colleagues should contact Cambrian for help in financial matters.