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  11. Campbell & Associates

Campbell & Associates

Independent Financial Adviser  Suite1 Chatmohr Ind Est, Romsey, 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
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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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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 8th August 2022
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: Suite1 Chatmohr Ind Est, 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
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022

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