Investments for life

“Information is abundant, but insight is priceless.”

WELCOME TO OUR FAMILY

Watch this short video to discover our story.

WHAT WE DO

WITH YOU EVERY STEP OF THE WAY

With decades of experience as Chartered Financial Planners, we are here to help you achieve what’s most important in your life.
We can help you plan your best possible future with a range of comprehensive services, with proven expertise to give you that
all-important peace of mind and security in retirement.
Our services include:

  • At Retirement Income Solutions
  • Estate Planning & Wills
  • Financial & Life Planning
  • Investment Management
  • Savings & Investments
  • Protection
  • Mortgages

YOU TALK, WE LISTEN

We start every new client relationship by listening carefully and taking the time to understand exactly what you want in life. Then we plan alongside you – asking questions, challenging and inspiring you with opportunities – before implementing them with clear actions.

To find out more about our expertise in retirement income planning please click here.

 

ASK OUR CLIENTS

There’s a good reason many of our clients have been with us for over 25 years. We help our clients with every step of their life,
from generation to generation. Here’s what they have to say...

OUR WAY OF WORKING

"By keeping things simple, we help our clients understand and engage with their financial planning to achieve a real sense of security and peace of mind"

Calum Cameron, Founder

Put you first

TRUST IS EARNED

We always act with honesty and integrity. We’re trusted to manage our clients’ hard earned savings because we always say what we believe is right, and put their best interests at the heart of everything we do.

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TEAMWORK

We bring together the best possible expertise by working with our clients’ existing advisers. This approach ensures joined up thinking, allowing us to deliver the best advice through all stages of life planning.

Intuition

KEEPING IT SIMPLE

Smart investing doesn’t need to be complicated. By keeping things simple, and sticking to time-proven principles, we have the best chance of helping you achieve what really matters to you.

MEET OUR TEAM

Our team is made up of down-to-earth people who share common values of openness, honesty and respect.
We also happen to be experts in our field. We believe this winning combination is at the heart of our
incredibly rewarding, long-term relationships we hold with our clients.

DipPFS. Calum Cameron is an award-winning financial adviser with nearly 30 years of experience. With a people-first approach and a commitment to deliver what he promises, Calum has built a huge amount of trust with his clients and helped hundreds of families to achieve what they want in life.
Chartered Financial Planner. David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He loves helping clients plan their future with particular expertise in coaching clients into retirement and working with Trustees.
Senior Client Relationship Manager. Edward has been working with Calum for over 9 years. He arrived from outside the industry from a project management background delivering to tight deadlines and is responsible for account management for a broad range of clients.
Client Relationship Manager. Having joined the Dynamic Wealth team in early 2015, Matt has since obtained his Diploma in Regulated Financial Planning and is now studying for his Chartered Financial Planner qualifications. He’s always sure to keep our clients at the heart of our business.
Practice Manager. Allister joined in 2016 from outside of the industry, with a track record of growing companies, delivering great client service and leading and managing teams. As Practice Manager he is responsible for the operational aspects of the company, and manages the delivery team.
Team Administrator. Jenny joined the team in September 2013 and her role is to assist Calum and the team with compliance, stock and office administration. She enjoys eating out at restaurants, babysitting her three lovely grandchildren and taking holidays abroad.

NEWS AND VIEWS

Read more about how investing and financial planning can offer you a clear view of your future.

NEWS AND VIEWS

Read more about how investing and financial planning can offer you a clear view of your future.

CASE STUDIES

Discover inspiring success stories from our clients below:

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INSIGHTS

View copies of our partner’s financial advice magazine Clearmoney below:

SPEAK TO US TODAY

We believe the best client relationships are built on honesty, trust, and getting to know your personal goals and aspirations.

Let’s start a conversation.

Call Dynamic Wealth Icon

0116 216 8500

Icon Dynamic Wealth to show where the fax number is

0116 216 8499

11 Nursery Court, Kibworth Harcourt, Leicester LE8 0EX

Download directions here.