Edward Cameron

I work as a Technical Support Consultant in our Trowbridge office.

My role involves producing financial reports, conducting product research, creating cash flow models and analysing client needs.

My background

I joined Monahans Wealth Management in July 2019, having previously worked for an Independent Financial Adviser in Northamptonshire. I have obtained the Advanced Diploma in Financial Planning with the Chartered Insurance Institute and am working towards both Chartered and Fellow status.

I enjoy the technical side of financial planning and work closely with our Advisers on how best to assist our clients.

  • Pensions and Investments
  • Protection planning
  • Creating cash flow forecasts
  • Financial reports
  • Technical and Product Research
  • Annual Allowance calculations
Contact Edward