Campbell & McConnachie

Independent Financial Adviser Harbour House, 1 Shore Street, Lossiemouth, Moray, IV31 6PD
First meeting at adviser's own cost
Response rating
FCA verified
18th March 2019
As Chartered Financial Planners we have experience helping our clients achieve their goals and financial objectives.
We can advise you on
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David McConachie APFS
Partner - Chartered Financial Planner
Chartered Financial Planner
Colin McConnachie
Partner - IFA
Ross Davidson
Partner - Chartered Financial Planner
Chartered Financial Planner
Where to find us

Harbour House, 1 Shore Street, Lossiemouth, Moray, IV31 6PD

Contact us
About us

With more than 25 years of experience Campbell & McConnachie offer a wealth of advice on a variety of financial matters, allowing you to enjoy life safe in the knowledge that your money is in the best possible place. There are three Partners along with expert support, all have a wealth of experience and local knowledge in the financial services industry and we pride ourselves on providing our clients, many of whom we have dealt with for years with the best possible financial advice. With a wide range of relevant qualifications, including three Chartered Financial Planner’s, a degree in financial service, diplomas in financial planning and three AF3 Advanced Pension qualification's, the firm has the experience and up-to-date knowledge which is essential. Add to that the support of 6 highly qualified and motivated members of staff and the Campbell & McConnachie team is one of the most reliable and professional names to trust. If you are considering a long-term investment for you or your family's future, or looking to buy a house, don't leave the finances to chance. Put your trust in the hands of a local company with expertise, years of experience and the commitment to maximise your investment.

Our services

Wealth Management
Retirement Planning
Investment Advice
Life Assurance
Health Insurance
Tax Planning

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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