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Clear, high-quality, independent financial advice you can trust

When it comes to securing your financial future, choose an established firm you can count on. Whether it’s pensions, investments, mortgages or protection, you want advisers who know their subject, speak your language and have your best interests at the heart of everything they do.

Campbell & McConnachie have achieved the highest standard for financial advice. As Chartered Financial Planners, our advisers are experienced, professionally qualified and committed to developing their knowledge and education in order to serve you better.

We’ve been helping people across Moray and Scotland make the best financial decisions for nearly 30 years.

Get your Retirement Lifestyle Planner from Campbell & McConnachie, Financial Advisers, Lossiemouth

How can we help you?

We all want to be financially secure, we want the best for our families, and we want our money to work for us. Whatever stage of life you’re at, we can help you secure a better financial future for yourself and your loved ones.

From buying your first house to retiring in style, taking professional advice from Campbell & McConnachie means you’ve got someone on your side guiding you through your options, and helping you select the investment products to support your goals.

Our services:

Wealth management

Our highest level of service. Complete financial planning and investment management solutions for your whole financial life.

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Savings & investments

Make the most of your money. Our advisers will carefully explain the best options for your savings.
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Retirement planning

Prepare to enjoy the life you’ve worked towards with pensions and advice tailored for your stage of life.
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Mortgage advice

Save time and money with experts who’ll cut through the jargon and get you the right mortgage for your situation.

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Personal insurance

Ensure you and your loved ones will be protected against the financial impact of unforeseen situations.

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Business finance

Invest in your people and secure your business with corporate pensions, key person insurance and other protection products.

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Take the next step

The best time to take the next step to secure your financial future is right now.
We’re here for you!