Campbell & Raffle IFA Ltd

Independent Financial Adviser  Chetwynd Road, Southampton, Hampshire, SO16 3JB
First meeting at adviser's own cost
A Chartered IFA practice focusing on you, the client. We take pride in helping you achieve your financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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School fees planning
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Critical illness
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Life insurance
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Estate planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 14th September 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.

Nicola Raffle CeFA CeMAP CeRER CeLTCI AdvDipFA AwPETR Chartered ALIBF
Director & Chartered IFA

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

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.

Accreditations
Chartered Financial Planner
What our clients say
Campbell & Raffle provide a friendly and knowledgeable service. They accommodate every query and make everything easy to understand.
Ms Word, Romsey
Expert, friendly and well presented. I would be happy to recommend to friends and family.
Mr Brooke, Highfield, Southampton
C&R have been able to provide professional independent financial advice in a friendly and patient manner. They were willing to help with other problems, such as probate, as part of the service which was much appreciated at this difficult time.
Mr Michaels, Eastleigh
Friendly, professional advice with attention to detail. We felt listened to & very happy as financial advice was new to us following our inheritance.
Mr & Mrs Mabey, West End, Southampton
We received professional advice and guidance in a personal way which enabled us to understand, and make the right choices, in relation to our Wills and investments - would definitely recommend.
Mr & Mrs Kent, Salisbury
Having met three other IFA's we chose C&R because they were the only ones that really listened to what we wanted and needed. Nikki was very professional and efficient, yet friendly and engaging. We would not hesitate to recommend C&R.
Mr C, Hampshire
About us

After working together for over 20 years, Lisa & Nikki decided that after so many of their clients were orphaned by the banks, they should open up a company that would support these people through the various life stages in financial planning. C & R have a team of professionally qualified advisors supported by bespoke technology and a robust compliance framework, placing you, the client, at the heart of everything we do.

Where to find us
Head office address: Chetwynd Road, Bassett, Southampton, Hampshire, SO16 3JB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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