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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Testimonials

What do our clients say about us?

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.

Many thanks again, I look forward to adding more to my portfolio in the very near future. I will definitely be recommending you to anyone who needs help with financial management.

 

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.

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 end of the phone to answer any questions, queries or simply update us when things went quiet. Derek achieved what, at times, I didn’t think was possible. His knowledge and expertise is outstanding and when other interested parties flag he ensures they are brought to task to deliver. I can’t praise Derek and Campbell Alexander Financial Management Ltd highly enough, working in a Customer Facing Industry we strive for this level of service to be the norm and it’s refreshing to see Derek’s passion and work ethic. You feel at the end of the process that the trusted relationship you’ve built up with Derek has been there for a long time rather than just a few months. I would highly recommend Derek and Campbell Alexander Financial Management Ltd and not only have I already passed his details on but will be back in the near future for further financial planning.

Thank you, Derek, for everything

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

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 explore other financial options. Recently Derek was able to source another financial product for us that I probably couldn't have arranged on my own. I've recommended to a couple of friends that they should give Derek a call to establish if he can provide them with some advice - I wouldn't do so if I didn't trust he'd deliver.

George McVerry, Wishaw, Lanarkshire