Dominic James Murray
Independent Financial AdviserMy 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
Neda Balciunaite
Head Of AdministrationMy 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
Jonathan Laws
Senior Independent Financial AdvisorI 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
Andere Casanova
Independent Financial AdvisorI am originally from Spain but started my career in Brussels at the Global Financial Services team of Agilent Technologies (spin off Hewlett Packard). After 6 years holding different positions in finance, I moved to Dubai to work in Management Consulting and Venture Capital.
Since I wanted to specialize in finance, I took the offer to work as an Associate VP of Investments in a Venture Capital Fund, subsidiary of Dubai World.
Read More
Eduardo Ferreira Simoes
Independent Financial AdvisorEver since I was young, I’ve had a fascination with personal finance. There was something about the way that money moved and grew that just drew me in. It wasn’t until I got older, though, that I realised I wanted to do more than just learn about personal finance – I wanted to share my passion with others and coach them to make informed financial decisions.
Read More
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 23 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.
