My career in financial services began in 2010 during my Bachelor of Science (BSc) Undergraduate degree at Aston University in England. The degree required me to spend a year abroad working with an established organisation.
So my professional experience began in Brussels. I was employed by the world’s largest Independent Financial Advisory (IFA) working for the Senior Area Manager of Benelux. This was a great opportunity as I understudied a highly experienced IFA and was exposed to numerous investment strategies, including J.P. Morgan , Deutsche Bank and Goldman Sachs .Read More
My career in financial services began in 2017 when I started working for Dominic James Murray as his Administrative & Personal Assistant.
During my first year, I realised that admin is not just an admin, the role encompasses many more client activities. You quickly form personal relationships with clients despite often being thousands of miles away.
The simple things like how a client wishes to be addressed, their preferred level of detail on communication, and what days are ideal for their quarterly review calls are all important.Read More
I am a workaholic and find the UK Pension Transfer industry fascinating and have attained a huge degree of DB Knowledge & Experience in this niche area of Financial Advice.Read More
I am focused on helping clients reach their goals. With 7 years experience, I am qualified to UK FCA standards, and a member of the Chartered Institute of Securities and Investments (CISI).Read More
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 23 countries!
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Our FAQ section includes the questions asked by our existing Expat clients. If you don't see your question - Ask us and we'll answer it.
The average time for a pension transfer is 3-4 weeks. Depending upon the type of pension with DB transfers taking longer and DC transfers shorter. In our experience, exemplary paperwork and streamlined communication are keys to faster transfers. Errors lead to longer transfer times. International SIPP transfers are generally quicker, while QROP transfers take longer.
Absolutely not. There are no nasty lock-in periods with CJ. If you are ever unhappy with our level of service you are free to leave without cost. This keeps us on our toes to continue delivering our high quality of service.
Nobody likes surprises. At CJ our clients know exactly how much their financial advice will cost before they proceed. We have initial advice and set-up fee of 1-3% depending on the size of your investment and an ongoing annual management charge of 1% – Our Costs.
Your policy will pass directly to your named beneficiaries which you state in your application process. So you have peace of mind that your loved ones will automatically receive your assets. No messing around.