1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Southampton
  10. breadcrumb-arrow
  11. Campbell & Raffle IFA Ltd

Campbell & Raffle IFA Ltd

Independent Financial Adviser  PO Box 375, Romsey, Hampshire, SO51 1EP
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.
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
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
School fees planning
check
Critical illness
check
Life insurance
check
Estate planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Lisa Campbell CeFA CeMAP DipFA AwPETR MIFS
Director/IFA

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

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Where to find us
Head office address: PO Box 375, Romsey, Hampshire, SO51 1EP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Sanctuary Wealth Planning
Independent Financial Adviser 0.42 mi
I provide clear, trusted and independent financial advice to private clients and small businesses.
 
See profile
Succession Wealth
Independent Financial Adviser 1.8 mi
Pre & Post Retirement Specialist, 30 years experience, Chartered Financial Planner & Society of Later Life Adviser (SOLLA) Whole of market Independent Financial Advice Defined Benefit /Final Salary Pension Transfer GOLD standard service
 
See profile
2020 Financial
Independent Financial Adviser 1.81 mi
A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
 
See profile
Choice Financial Solutions
Independent Financial Adviser 1.82 mi
Providing easy to understand video conference and online advice for anyone at or near retirement, dealing with divorce or investing for their future.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.