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.
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.
Services
Whilst we have some accountancy practices that trust our client services and introduce some of their own clients to us when necessary, most of our business is transacted as a result of referrals from existing clients, demonstrating as it does, the good value they themselves place on the service and advice they have received - much like anyone recommending a trusted builder, electrician or plumber, which of course we all have difficulty in finding from time.
Derek is the Firm owner and principal Adviser.
Derek is the Firm owner and principal Adviser.
Campbell Alexander Financial Management are here to guide you and advise on what Investments, regular or lump sum, are exactly right for you, given your unique personal circumstances.
Saving and investing is about balancing the risks you are comfortable with alongside the potential rewards.
As a general rule, the higher the risk, the bigger the potential rewards - but also the greater the potential losses.
Whatever your investment objectives are for the long-term, it is wise to set aside short-term savings of at least three months take-home income to meet emergencies.
Saving and investing is about balancing the risks you are comfortable with alongside the potential rewards.
As a general rule, the higher the risk, the bigger the potential rewards - but also the greater the potential losses.
Whatever your investment objectives are for the long-term, it is wise to set aside short-term savings of at least three months take-home income to meet emergencies.
You may not have given any thought as to when you want to retire, or the level of income you might require when you do.
You might not have any idea what/if anything by then, the State Pension will provide to assist you.
It is really important to have a clear plan as to how you are going to meet the goals of your retirement.
The younger the better - before it's too late.
Individuals now have a much greater responsibility for managing their investments for their retirement and determining how much they will need in order to retire in comfort.
You might not have any idea what/if anything by then, the State Pension will provide to assist you.
It is really important to have a clear plan as to how you are going to meet the goals of your retirement.
The younger the better - before it's too late.
Individuals now have a much greater responsibility for managing their investments for their retirement and determining how much they will need in order to retire in comfort.
Have you ever seriously sat down and considered what you have by way of protection against death or possibly serious/critical illness?
No, is generally the answer most people offer.
The "why not" is generally answered in the expected way, "our lives have just been too busy to look at it", or "I have sufficient cover through my employers", or even sometimes, "We would just have to make do - maybe sell the house/business".
Perhaps the State system will help you out - would you want to rely on that in the current economic climate.
No, is generally the answer most people offer.
The "why not" is generally answered in the expected way, "our lives have just been too busy to look at it", or "I have sufficient cover through my employers", or even sometimes, "We would just have to make do - maybe sell the house/business".
Perhaps the State system will help you out - would you want to rely on that in the current economic climate.
Whilst there has been some relaxation in Inheritance Tax rules in recent years, many families are still unnecessarily caught by this tax.
Even those who think they have fairly moderate wealth may still need to consider taking action, particularly if they own property and have savings.
We can calculate for you the impact that Inheritance Tax might have on your family's assets in the event of your or your partner's death and can advise you on any measures you could take to reduce your Inheritance Tax liability.
Even those who think they have fairly moderate wealth may still need to consider taking action, particularly if they own property and have savings.
We can calculate for you the impact that Inheritance Tax might have on your family's assets in the event of your or your partner's death and can advise you on any measures you could take to reduce your Inheritance Tax liability.
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