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Disclaimer: The information provided on this website is for informational purposes only and is not intended to be construed as financial advice. Always consult with a qualified and regulated financial adviser before making any investment or financial decisions.
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When it comes to Financial Advice, the Expat market has been poorly served. Cold calls from unqualified Advisers at unregulated companies selling inferior products.
Financial Adviser’s using networking and social events to push high commission products with little to no transparency on how they are paid. Many Expats have had bad experiences, and it has been challenging to know where to turn.
Our Costs are transparent so you know exactly how much you are paying for our advice in advance. No surprises. No last-minute add-ons. This allows you to make more informed decisions on you and your family’s future.
Cameron James was born during a British Airways flight between two British Expats exchanging experiences and distrust of Financial Advisers. CJ is now managing portfolios in 27 countries!
CJ branding created in Moleskine on a BA flight (LDN – NCE)
CJ is officially incorporated in the UK with Companies House.
Banking operations secured with Barclays and Barclaycard
Exclusive business rates obtained with DHL through increased shipping. Ensuring streamlined processes across CJ
CJ achieves it breakeven model 16 months earlier than its original business plan. The Team celebrate in English fashion in a British pub in London
Corporate agreement signed with Priority Pass to increase the productivity of Advisers when travelling and to reduce the typical fatigue of flying
Business decision to provide every Adviser with a full-time Personal Assistant (PA). Allowing Advisers to focus on their energies on client meetings and portfolio analysis and reduce Adviser ‘burnout’. This has improved customer service for our clients and job satisfaction for our Advisers who can spend more time with their clients
Corporate FX contract awarded to TransferWise. Ensuring CJ attains low cost rates on all international transfers and payments transactions. Savings substantial FX fess from Barclays
Enterprise partnership formed with Experian to protect CJ’s company ratings and credentials
Senior management listen to feedback from the Admin Team and decides to move its accountancy and bookkeeping operations to The Accountancy Partnership. This saves a huge number of hours through the integration of Pandle automatic synching between company accounts and accountant. This was a happy day for Admin!
CJ makes Starling Bank its exclusive banking partner. Starling was awarded best British Bank in both 2018 and 2019 with a satisfaction rate of 98.4% (compared to Barclay’s 86.2%). This step forward not only secured lower costs but significantly increased the efficiency of all banking operations across the company.
Telecommunication contract switched from EE to Three mobile. Savings an estimated £2,300 pa. Three’s ‘Go-Roam’ business package includes calls and data roaming to over 71 countries. Significantly reducing the cost of international Adviser calls from £1.80 pm while on business travel. While, a 60-minute client call may be wholly necessary, EE’s costs provided poor value of resources. The savings generated are to be reinvested in the technology budget to ensure Advisers are working with the latest laptops.
CJ appoints new CTO to oversee the company’s new website design and development. With the experience of building websites for multinationals such as Adidas, the CTO brings a wealth of experience to the team
CJ enters a business relationship with Prospect Labs to further improve the user experience of our advice process
Slack enterprise is integrated across all employees to improve the productivity and communication of all internal CJ projects. Estimated to reduce over 1700 internal emails annually
CJ has existing clients in 27 countries across 6 continents. The company is growing rapidly as more expats make us their trusted Adviser every month. We just need a client in the South Pole to have all 7 continents. Referrals welcome!
Cameron James is proud to provide its clients with access to the lowest cost International SIPP available on the market place. With an Initial Set-Up of £0 and an annual SIPP Trustee Fee of £180 pa (VAT). This partnership with Novia Global provides an excellent foundation for low-cost retirement planning solutions.
Cameron James is an Appointed Representative of Blacktower Financial Management Limited and a member of the Nexus Global (IFA Network) which is a trading name of Blacktower Financial Management Limited who are authorised and regulated in the UK by the Financial Conduct Authority. Blacktower Financial Management Limited FCA reference number 188611. Cameron James Limited FCA reference number is 945566.
For UK residents: If you have a complaint and are not satisfied with our response, you may refer your case to the Financial Ombudsman Service. For more information, please visit www.financial-ombudsman.org.uk.
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