Testimonials

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

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.

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....

Darren Skillan, Doune , Stirlingshire