Contact Us

Yett Farm,
Woodhall Road,
Braidwood,
South Lanarkshire,
ML8 5NF

Telephone or Fax
01555 860012

Email
info@cafinancial.co.uk      

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Welcome to Campbell Alexander

Our Mission Statement

"To help people achieve financial security and prosperity through our proposition, services and expertise."

Capital at risk – investments and the income from them can fall as well as rise.

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.

Retail Distribution Review (RDR) - What’s Changed?

Major changes have taken place in the Industry since January 1st 2013. We believe this is good for us and the consumer alike, and has introduced long overdue transparency around costs, and raises the bar in terms of the knowledge levels of Industry professionals and their expertise. Please read the Financial Services Authority (FSA) - since renamed to the Financial Conduct Authority (FCA) - consumer guide to understand what this means.

Expertise

Our business has been in existence for over 20 years and advisers are required to become professionally qualified to an even higher standard than ever before, post RDR. Campbell Alexander Financial Management provide the most suitable financial advice to meet your personal circumstances. This means that we use our expert industry knowledge to continually review our provider products to ensure they will entirely meet your needs. All our initial consultations are AT OUR EXPENSE AND WITHOUT OBLIGATION. How we get paid has traditionally been in the form of commission from the provider of any product selected, however since the introduction of RDR, this has legally had to change (except for Life policies) to an agreed client Fee based service.

Find out more

For more information about Campbell Alexander Financial Management, or simply to make an initial enquiry as to whether we can assist you, contact us today or use the form below.

Capital at risk – investments and the income from them can fall as well as rise.

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Client Testimonials

  • We have been receiving financial planning advice from Derek and his team at Campbell Alexander Financial Management for a considerable number of years and have been delighted with the results, year on year investment growth.
    Derek’s wealth of experience in all financial matters is clearly evident and his advice is given in a straightforward, easy to understand manner. This ensures well informed decisions are made and early strategies are put in place to meet the changing circumstances in the complex world of finance.
    Derek is always available to discuss and/or resolve any issues or queries we have had and we would be happy to

    Client Steven & Carole Buchanan
  • I contacted Derek for financial advice after recommendation from a business contact, his knowledge and patience in dealing with someone who if I am honest was probably not the easiest client he ever had, was paramount in putting my mind at ease, as to resolving my pension issues, and for that I must thank him.
    Derek explained the options and process step by step ensuring understanding on my part, I can only say that I wish that I had the good fortune to meet Derek years ago, and gained the benefit of the financial advice then, that he has given me now.

     

    Client Billy Prentice, Glasgow
  • My husband and I were put in contact with Derek by a friend.
    Derek came highly recommended and I can honestly say we very impressed by the professional and efficient service his company provided.
    We are both very grateful for all the help and advice we were given.
    It helped us come to some decisions which have changed our situation for the better.
    We were kept up to date at all times and were pleased with the timescale in which everything was completed.
    I would not hesitate to recommend Derek and his colleague Sinead to family and friends in the future.

    Client Mr & Mrs Flannigan, Blantyre, Glasgow
  • Derek was recommended to me by my accountant and I am extremely pleased that I contacted him.  Derek’s advice was fantastic, his knowledge is second to none and he made me feel at ease.  One thing that stood out was his honesty, which made me consider various options.  I am delighted with my choices and he is my first point of contact for my ongoing financial matters.  I have already recommended Derek to friends who would also benefit from his advice.  I feel that my financial affairs are in a ‘safe’ pair of hands.  Sinead has also been supportive and always follows through on any actions very quickly.  Thank You!

    Client Jacqui McLean, Uddingston
  • I was inherently suspicious of Financial Advisors however after taking the time to get to know Derek and the team I have been impressed with the level of attentiveness and service received.

    It is clearly important to feel comfortable with your advisors whilst making potentially life changing decisions and it is great to know that I can pick up the phone to Derek at any point and receive straight forward convincing advice that meets my needs and that of my family. If you want flexible, clear, professional and objective advice on your finances then I would have no hesitation in recommending Derek and the team.

    Client Ronald Douglas Grant, Renfrewshire
  • I just wanted to say a big thank you to you and Sinead for helping me sort my finances out.

    They were, if I'm going to be honest in disarray. The amalgamation of my pensions new and old was a task I was and have been contemplating for a while, but you eased that burden for me so well.

    Having funds in frozen pensions was never going to help me but you guys did an extremely good job. The tax advice you gave me was exceptional too.

    After looking at my portfolio recently I have seen a very healthy rise and that's after only 1 year!!!

    Please be my guest if you want me to share my fantastic experience with anyone.

    Client Baber Zaman, Solihull, West Midlands
  • When it comes to financial advice there are loads of commentators that talk a good game, but Derek Campbell of Campbell Alexander Financial Management helps you make it happen. They have enabled me to have confidence not only in investing but more importantly in understanding my finances and the options available. Engaging customer care that is on a personal level.

    Client Serge Abreu, Hertfordshire
  • Clear, Concise, Honest, Reliable, Supportive, Realistic, Enthusiastic, Personable, put simply Exceptional Service at EVERY Step of the way…

    Derek was recommended to us through my brother in law and after a few phone calls Derek was on the way to securing our Mortgage Offer on our first family home.

    Providing informative options and products to suit our needs and managing the process meticulously and rigorously until the end. Not only professionally but personally handled the purchase of our new house, after several misses, through closing dates. Encouraging and supportive through the stressful times Derek was ALWAYS at the

    Client Simon & Amanda Corrigan, Cambuslang
  • Derek was recommended to me by my sister and brother in law as he assisted them with getting a mortgage. Derek went above and beyond in helping me obtain a mortgage and I couldn’t be happier with the service I received. I would recommend Derek to anyone looking for financial advice

    Client Laura Kane
  • After an introduction from a trusted friend I knew I was going to get clear and objective advice from Derek at Campbell Alexander Financial Management Limited. He was clear over the risk that I might face and didn't try to just point out the "good bits" when we sat down to plan my pensions future. He was diligent in assessing, with me, the pros and cons of moving a lump sum from a deferred pension into a more flexible option that suited me and my family circumstances. His best advice when I told him I was considering retiring early was "don't, keep working" which I appreciated. That advice, which I took, then allowed us an opportunity to

    Client George McVerry, Wishaw, Lanarkshire
  • My husband and I have known Derek for 3 years. During that time, he has provided welcome and sound advice, helping us through the minefield of information in relation to pensions, as well as setting up other investments. In the run up to retirement, Derek took us through the options available, with knowledge, enthusiasm, personal commitment (and patience!) which resulted in investments being made which we are confident are the right ones for us.

    We have established a trusted relationship and I have had no hesitation in recommending Derek to colleagues.

    Client Ann McIvor, Motherwell, Lanarkshire
  • I have always been dubious... I do not trust easily, especially where finances are concerned! Given recent history, where investments crashed and advice from professional advisors came under justifiable scrutiny I was not inclined to get on board.... However, the personal service & one to one engagement by Derek was exceptional.... I am an extremely difficult client but was dealt with extraordinary patience, concern and good advice. I invested and have seen my investments grow at a much better than market rate! I continue to invest as I am confident that my best interests are at the foremost....

    Client Darren Skillan, Doune , Stirlingshire
  • Straight talking, no nonsense approach to financial planning. So far the results have been very encouraging.

    Client Steven Marshall, Marshall Packaging, Edinburgh
  • With the help of Derek’s financial prowess he has diligently gone through all our existing funds, dissected the myriad of paperwork and as a consequence, put us both on a more sure financial footing for the future, with the ability to view all our investments at any time we wish. Thank you once again and looking forward to the future.

    Client Janice & Raymond McArthur - Cumbernauld, Glasgow
  • I have known Derek for 20 years in his capacity as my financial adviser. He has always ensured that I (then my husband and latterly my family) have had up to date advice with regards to the financial market. Over the time I have been a client I have used Derek for many reasons including several mortgages, pension requirements, investments and insurance. In all cases I have received a highly professional and relevant service and due to his depth of knowledge on the financial market, Derek can help you navigate and find the most suitable products! I have recommended Derek on many occasions to friends and family and would not hesitate to do

    Client Sandra Lannigan - Newmains, Lanarkshire
  • I was previously represented by Bank of Scotland but felt I was not receiving any financial gain. I was given your company's details by a family member who has used your services for a number of years which then prompted me to take action and make changes. Having recently retired it was more important than ever. I am very pleased with the service and advice I have received to date and would recommend your company.

    Client William W. McColl, Aberfoyle
  • I had spoken to a couple of Financial Advisor's but once I met with Derek I knew we would get along and within a matter of weeks my finances were all in place easily and painlessly. I would recommend him to anyone as he does exactly what he says with enthusiasm.

    Client Gordon McArthur, WMQ Building Services, Wishaw, Lanarkshire
  • We had been with a previous financial adviser for a considerable number of years and were dissatisfied with the service being provided and we decided to source an alternative adviser. Having been given an introduction to Derek and after our initial meeting we were impressed by his enthusiasm and focus and decided to transfer our entire portfolio to him. Within a very short period Derek has completely reconstructed the portfolio to our entire satisfaction. We would not hesitate to recommend Derek and have done so to family.

    Client James & Jacqueline McArthur, Braidwood, South Lanarkshire
  • Where do I start with Derek. He has to be the most fantastic financial adviser I've ever had the pleasure of meeting. Thank goodness I was passed his details by a friend.....after being let down by various mortgage companies who failed to do what Derek achieved in a matter of hours. His knowledge of the mortgage market is exceptional. I can't recommend Derek highly enough.

    Client Kelly Willison, Midlothian May, 2014

Quotes

Our Areas of Expertise

Investment Planning

Saving and investing is about balancing the risks you are co

Pensions & Retirement

You may not have given any thought as to when you want to re

Protection

Have you ever seriously sat down and considered what you hav

Inheritance Tax Planning

Whilst there has been some relaxation in Inheritance Tax rul

Mortgages

Your mortgage is probably the largest financial transaction

General Insurance

Our panel of leading insurers provide you with very competit

Equity Release

Equity release is a way of releasing money from your home wi