Testimonials

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.

Helen Ducat, Glasgow

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”. 

Dorian Rixon, Fallin, Stirling

Following a disappointing experience with another financial advisor Derek was recommended to us by a trusted friend. From the moment we met with Derek we were comfortable with his straight-talking approach and his undoubted knowledge of the financial markets. Derek took time to explain the various options available to us and we found his advice to be very informative and beneficial. We would have absolutely no hesitation in recommending Derek and the extremely helpful Sinead, to anyone looking for financial advice

Martin & Patricia Brand, Bishopbriggs, Glasgow

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.

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.

 

Billy Prentice, Glasgow