Business Details
34 Years
experience
Trusted Financial Advisers in Lanark
Campbell Alexander Financial Management has been delivering independent financial advice since 1992. Our team of qualified professionals specialises in creating tailored financial strategies for individuals and businesses, focusing on long-term wealth management and protection. We operate under strict FCA regulations, ensuring compliance with the highest industry standards. Our expertise spans investment planning, pension reviews, inheritance tax mitigation, and mortgage solutions, with a commitment to transparent communication and client education.We prioritise regular portfolio reviews and maintain partnerships with leading insurers to provide competitive protection options. Our growth through client referrals reflects our dedication to ethical practices and measurable client outcomes.
Services
Investment Planning
Pensions & Retirement
Protection
Inheritance Tax Planning
Mortgages
Equity Release
General Insurance
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of independent financial advisory experience
- Our FCA-regulated framework ensures strict compliance standards
- Client-focused approach with regular portfolio reviews
- Access to competitive protection products through leading insurers
- Specialist expertise in cross-generational wealth transfer strategies
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional and efficient service
Wealth of experience
Kept informed throughout
Happy with investment growth
Would recommend without hesitation
Services
Investment Planning
Our investment planning service helps clients grow and protect their capital through diversified portfolios tailored to individual risk profiles. We offer access to ISAs, OEICs, and investment bonds while maintaining FCA-compliant documentation. Clients benefit from regular reviews and strategic adjustments to optimise returns in changing market conditions.
Pensions & Retirement
Specialising in SIPP transfers and retirement income strategies, we help clients maximise their pension benefits while minimising tax liabilities. Our approach includes cash flow forecasting and risk assessment to ensure sustainable income throughout retirement, with ongoing adjustments to reflect regulatory changes and personal circumstances.
Inheritance Tax Planning
We develop comprehensive strategies to preserve family wealth across generations, combining trust structures, gifting strategies, and tax-efficient investments. Our solutions balance inheritance tax mitigation with maintaining liquidity for current needs, incorporating legal and accounting expertise to create robust estate plans.
Mortgage Advice
Providing impartial mortgage advice for first-time buyers, remortgagers, and buy-to-let investors. We assess clients' financial situations to recommend suitable products across repayment, interest-only, and specialist mortgages, ensuring alignment with broader financial objectives and regulatory requirements.
Equity Release
Tailored equity release solutions for clients over 55 seeking to access property wealth without relocating. We explain lifetime mortgages and home reversion schemes, highlighting implications for inheritance and means-tested benefits while ensuring compliance with FCA protection standards.
People
Derek Campbell
Financial Planning Consultant and Business Owner
With over 20 years' experience, Derek leads our advisory team. He holds Dip PFS and CII certifications, specialising in SIPPs and retirement planning. Derek ensures all advice aligns with FCA standards while maintaining personal client relationships.
Sinead McDevitt
Technical Consultant & Paraplanner
Sinead joined in 2016, providing technical support for complex cases. Her DipPFS qualification and attention to detail ensure accurate implementation of investment and protection strategies, enhancing client service quality across our operations.
Questions
Are you truly independent financial advisers?
Yes, we're not tied to any product providers. Our FCA-authorised status ensures we offer truly independent advice across the whole market.
How do you stay updated with financial regulations?
We maintain FCA compliance through regular training and work with Compliance First to ensure all procedures meet current regulatory requirements.
What investment options do you offer?
We provide access to ISAs, OEICs, unit trusts, investment bonds, and tax-efficient schemes through leading platforms, tailored to your risk profile.
How often do you review client portfolios?
We conduct annual face-to-face reviews and provide quarterly market updates, with additional check-ins available upon request or significant market changes.
Can you help with complex inheritance tax issues?
Our specialists create tailored solutions combining trusts, gifting strategies, and tax-efficient investments to preserve family wealth across generations.
What happens if I need to make a complaint?
We follow FCA guidelines for complaints handling. Contact us directly via phone or written correspondence to initiate our formal resolution process.
