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.
Our Areas of Expertise