Campbell & Associates

Independent Financial Adviser  Crawley Lodge, Romsey, Hampshire, SO51 6AP
First meeting at adviser's own cost
An IFA practice focusing on you, the client. We take pride in helping you achieve your financial goals. Our promise is to deliver our advice bespoke to your individual need. 90% of our client base is from referrals, a fact we are very proud of.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Stakeholder
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
MRS Lisa Campbell CeFA CeMAP DipFA AwPETR MIFS
Director/IFA

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
About us

Lisa Campbell, the director of Campbell & Associates has over 20 years experience in delivering comprehensive financial advice.

Our services

Give uncomplicated advice to help people achieve their dreams and aspirations.

Where to find us
Head office address: Crawley Lodge, Crawley Hill, West Wellow, Romsey, SO51 6AP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Independent Financial Adviser 0.72 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 0.86 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.91 mi
Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
 
Restricted - whole of market 1.05 mi
My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.