Business Details
34 Years
experience
Trusted Financial Advisers in Lanark
Established in 1992, Campbell Alexander Financial Management has built a reputation for delivering tailored financial solutions to both individual and corporate clients. Our independence from major insurers and investment houses allows us to provide unbiased advice, supported by a team of experts across relevant disciplines. With over two decades of experience, we specialise in investment planning, pension and retirement strategies, protection, inheritance tax planning, and mortgage services. Our approach prioritises regular face-to-face meetings to ensure ongoing alignment with clients' evolving financial goals. We operate under strict compliance with Financial Conduct Authority (FCA) regulations, maintaining robust corporate governance frameworks to safeguard client assets.Client referrals form the cornerstone of our business, reflecting the trust placed in our expertise and service quality. Our team combines technical proficiency with clear communication, ensuring clients fully understand complex financial products and strategies. We adhere to the Retail Distribution Review's transparency standards, providing detailed cost disclosures and maintaining high professional knowledge levels. Our commitment extends beyond transactional advice, offering long-term financial pathway planning for clients' personal and business needs.
Services
Investment Planning
Pensions & Retirement
Protection Services
Inheritance Tax Planning
Mortgage Advice
Equity Release
General Insurance
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of independent financial advisory experience
- Our FCA-authorised status ensures regulatory compliance and client protection
- Personalised financial strategies developed through regular face-to-face meetings
- Comprehensive service covering investment, pensions, and tax planning
- Client referrals form 80% of our business, demonstrating proven trust
Associations and certifications
- Financial Conduct Authority
What people say
Professional and efficient service
Year on year investment growth
Straightforward easy to understand advice
Kept fully informed throughout
Delighted with results
Services
Investment Planning
Our investment planning service balances risk management with growth potential, offering ISAs, OEICs, unit trusts, and investment bonds. We create tailored portfolios aligned with your financial goals and risk tolerance. Our ongoing reviews ensure your investments remain optimised for changing market conditions and personal circumstances.
Pensions & Retirement
We provide comprehensive pension solutions including SIPP management, retirement options analysis, and income planning. Our expertise covers state pension maximisation and tax-efficient withdrawal strategies. We help clients transition smoothly from accumulation to decumulation phases with confidence.
Inheritance Tax Planning
Our tax planning specialists develop strategies to preserve wealth across generations. Services include estate reviews, trust implementation, and business property relief optimisation. We help clients reduce IHT liabilities while maintaining financial flexibility and family protection.
Mortgage Advice
We offer independent mortgage advice covering first-time purchases, buy-to-let, remortgaging, and equity release. Our whole-of-market approach secures competitive rates tailored to your financial situation and long-term objectives.
Protection Services
We design protection strategies for individuals and businesses, including life cover, critical illness, and income protection. Our solutions safeguard against financial risks while ensuring compliance with FCA conduct rules and client suitability requirements.
People
Derek Campbell
Financial Planning Consultant and Business Owner
Qualified financial adviser with over 20 years' experience, holding Dip PFS and CII certifications. Specialises in pension transfers, investment strategies, and retirement planning while leading the firm's strategic direction.
Sinead McDevitt
Technical Consultant & Paraplanner
DipPFS-qualified technical consultant providing expert support since 2016. Specialises in pension transfer analysis, investment research, and client documentation preparation while maintaining compliance with regulatory requirements.
Questions
What financial services do you specialise in?
We specialise in investment planning, pension and retirement strategies, inheritance tax planning, mortgage advice, equity release, and protection services tailored to individual and corporate needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 794406, ensuring compliance with strict regulatory standards.
How do you charge for your financial advice?
Our fee structure is transparent and discussed during initial consultations. Charges vary by service type and are agreed upon before any work commences.
Can you help with pension transfers?
Yes, we have extensive experience in pension transfers including final salary to SIPP conversions, with multiple successful client case studies demonstrating our expertise.
Do you offer face-to-face meetings?
We prioritise regular face-to-face meetings at our Lanark office or client premises to ensure clear communication and ongoing strategy alignment.
How are client investments protected?
We operate under strict FCA regulations with robust corporate governance frameworks, including client money protection and regular compliance audits through Compliance First.
