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
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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
7.0/10
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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
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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