Campbell Alexander Financial Management are professional wealth advisers. We provide bespoke financial advice and ongoing client reviews to personal and corporate clients alike. We are not aligned or affiliated in any way to any of the major insurers or Investment Houses.
We deliver high quality bespoke financial advice and are supported by an extensive team of experts in all relevant fields. Whether you are interested in protecting your business, ongoing review and advice around retirement planning, SIPPs, Personal/Family or Independent Mortgage advice & Mortgage protection, Investing hard earned capital for a better return or simply securing your assets to pass onto future generations, we can help. We recognise that each client has individual requirements and we tailor our solutions to help you achieve your personal financial goals.
Our vision is to provide you with the most suitable advice available, with contractual year on year, face to face meetings, providing a financial pathway to a better future for you and your family or business, and we have a wide portfolio of valued clients. We enlist the services of Compliance First who are there for us to liaise with, and in turn, they ensure we comply strictly to the Financial Conduct Authority’s (FCA) conduct of business regulations.