About Me

Empathy, experience and accountability

You and your goals are my top priority.

My accreditations

As a Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS), and a Member of the Chartered Institute of Securities and Investment (MCSI), I’m in the company of the UK’s top financial professionals.

Chartered Financial Planner

Chartered status is the ultimate symbol of professionalism. To secure Chartered status, financial professionals must demonstrate:

The highest levels of technical knowledge through professional qualifications
A commitment to the ongoing development of our skills and knowledge
An adherence to ethical conduct

This means you can be confident you will receive the best possible advice, service and support.

Fellow of the Personal Finance Society

The PFS Fellowship programme is the highest qualification awarded by the CII.

Fellowship is only available to those who demonstrate a commitment to achieving qualifications as a result of extensive study and examination.

Member of the Chartered Institute of Securities and Investment

CISI members have demonstrated a high level of financial services knowledge, as well as a commitment to the principles of professionalism, integrity and excellence.

It is also a demonstration of a full commitment to ethical practices. All CISI members must complete an integrity test and adhere to a code of conduct.

Eugénie Cameron

Chartered Financial Planner
Founder and Director

About me

I was born in Malvern and have lived here for most of my life. I’ve worked in the independent advice profession for 24 years now, and have been advising for 16 of those continuously.

I’m passionate about advising people on their finances because I understand that it’s about so much more than just numbers on a screen, it’s about being there for people when they need someone they can trust, and giving them the reassurance that comes with knowing their financial affairs are in order.

Malvern Financial Planning Limited

My company name is important to me because it represents my commitment to providing a friendly, professional service to the local community. I have a well-established, trusted reputation, and consider it a privilege to serve the people of Malvern.

Financial advice can sometimes be impersonal and mean high fees and hard sells. That’s not how people want to be treated. Instead, I provide a highly personal, premium service where your needs are listened to, and you and your goals are my top priority.

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Why I work with ValidPath

I’m a member of ValidPath, an award winning independent financial advice network who are committed to supporting high quality independent Financial Planning and advice. By outsourcing various back office roles to ValidPath, I can focus all my expertise on you. This allows me to concentrate on delivering a great service and great advice, safe in the knowledge that there is a team of experts behind me supporting me every step of the way.

Take a look at what my clients have to say

Eugénie is a rare find in the financial adviser world. She is humble in her approach, astute in her recommendations, and absolutely superb to deal with. She's smart, asks great questions, listens, and truly works alongside you

Client, Worcestershire

From the beginning I’ve never felt under any sales pressure from Eugénie. Eugénie has always made me aware of the costs of her services before she supplied them, and I regard her advice and services to me as excellent value for money

Client, London

Despite living through volatile and uncertain times in the global economy the management of our fund has been outstanding. Despite the market fluctuations and endless doom reported in the press, we feel our financial future is secure in Eugénie hands.

Client, Worcestershire

To discuss how I can help you, please get in touch.

01684 869 179

07940 547 687

eugenie@malvernfp.co.uk

Or complete a contact form here:

Contact me