Wealth Management
For your whole financial life
Wealth management is a personal, consultative process, both holistic and strategic, considering every aspect of your financial life within the framework of a strong ongoing relationship.
Campbell & McConnachie have the expertise to co-ordinate all the appropriate services and products required to effectively manage and grow your wealth to achieve your current and future objectives.
At your service
To find out if you could benefit from this enhanced service, please call 01343 814000 to make an appointment for an initial consultation with one of our advisers.
Our services:
Wealth management
Our highest level of service. Complete financial planning and investment management solutions for your whole financial life.
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.
Personal insurance
Ensure you and your loved ones will be protected against the financial impact of unforeseen situations.
Business finance
Invest in your people and secure your business with corporate pensions, key person insurance and other protection products.
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!


