Testimonials

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.

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....

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.

Straight talking, no nonsense approach to financial planning. So far the results have been very encouraging.

I have known Derek for 20 years in his capacity as my financial adviser. He has always ensured that I (then my husband and latterly my family) have had up to date advice with regards to the financial market. Over the time I have been a client I have used Derek for many reasons including several mortgages, pension requirements, investments and insurance. In all cases I have received a highly professional and relevant service and due to his depth of knowledge on the financial market, Derek can help you navigate and find the most suitable products! I have recommended Derek on many occasions to friends and family and would not hesitate to do so.