Wealth Management

For your whole financial life

 

Our wealth management service is more than just investment advice.

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

This is our highest level of service, suitable for affluent individuals or those with particularly complex affairs or diverse needs.  Your personal wealth manager will work closely with you to understand every aspect of your current circumstances and your financial aspirations, carefully developing bespoke strategies and integrated solutions across the full financial arena.

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.

The value of investments may fall as well as rise, you may not get back what you put in.

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!

Contact us
Campbell & McConnachie Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 789217 http://www.fca.org.uk/register. Campbell & McConnachie Ltd Registered Address: Harbour House 1 Shore Street Lossiemouth IV31 6PD. Neither Campbell & McConnachie Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage (including Buy to Let), tax planning, taxation and trust advice, offshore investments or school fees planning. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk (http://www.financial-ombudsman.org.uk/) The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.