Personal and Corporate Financial Planning

Derek was recommended to me by another financial adviser who I had been dealing with. He arranged for my final salary pension to be transferred to a SIPP and, from my initial introduction until the transfer was completed, everything went very smoothly as Derek ensured that I was kept fully informed at each stage. He provided details of my projected fund value and income based on a conservative growth strategy and took the time to make sure that I understood the information he provided.  Although it's been less than a year since the transfer was completed, I'm pleased with the amount which my fund has increased by in such a short space of time.  I wouldn’t hesitate to recommend Derek and his team at Campbell Alexander Financial Management Ltd.

Derek keeps himself well informed and always is at hand to provide advice. In these uncertain times I was sceptical about all financial dealings, but having been advised to talk to Derek by several trusted colleagues I took the plunge. To be fair Derek was very patient with all of my many questions and gave me very considered and balanced answers. I am so happy I put my trust in Derek and yes the money is working to. Paul Hughes, Mold, Flintshire, Wales

Derek was recommended to me by one of my work colleagues who had previously received financial planning advice from him and his team at Campbell Alexander Financial Management for a number of years whom have been delighted with the results, in investment growth. At my initial meeting with Derek he enthused me with his wealth of experience in all financial matters, his advice was straightforward, and easy to understand  – even for me! The process of transferring my pension was well prepared [a special mention to Sinead] and hassle free. During the process the team kept me well informed and discussed my requirements throughout, advising the various options and risks. The team is always on hand to discuss any issues or queries, I have and will continue to recommend CAFM to other colleagues, friends and relations”. 

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 recommend the financial services of Campbell Alexander Financial Management to other potential clients.

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.