


CAM Wealth
Financial Services • Liverpool, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 100 Old Hall Street, 6th Floor The Plaza, Liverpool, England L3 9QJ, GB |
| Phone number | +441518320832 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Pensions, Financial Advice, Wealth Management, IHT, Retirement Planning, Corporate Benefits, Investment Management, Family Protection, Trustee Investments, Isa'S, Charity Investments, Directors Pensions |
| Founded | 2004 |
| Employees | 1-10 |
Key Contact at CAM Wealth
Lizz Ewart
Founder and Managing Director at CAM Wealth
CAM Wealth Email Formats
CAM Wealth uses 1 email format. The most common is {first initial} (e.g., j@camwealth.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@camwealth.co.uk | 100% |
About CAM Wealth
CAM Wealth is a holistic Financial and Wealth Management business. We understand that our clients need to be sure that their Finances and Investments are working together with one aim and purpose. We help our clients navigate the complexities of Financial Planning with the intracity of Investment Management under one overarching solution. The solutions we present to our clients are provided by individuals that have proven track records in these complementary services. Our ongoing service makes sure we keep your goals at the forefront of your financial planning journey so you can expect us to make sure: * We regularly review your overall financial position. * We regularly review your strategic goals. * We monitor your investments regularly so that they align with your goals and objectives. * We provide you with regular valuations. * We keep you updated on things that matter to you. * We maintain our passion and beliefs in all that we do.
CAM Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CAM Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CAM Wealth has never raised funding before.
CAM Wealth Tech Stack
Discover the technologies and tools that power CAM Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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