Campbell & Raffle IFA Ltd
18th February 2019
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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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Life insurance
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Savings
- Lump sum
- School fees planning
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Long term care
- Long term care
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Tax & trust planning
- Estate planning
Meet our advisers
Nicola Raffle CeFA CeMAP CeRER CeLTCI AdvDipFA AwPETR Chartered ALIBF
Director & Chartered IFA
Qualifications & Accreditations
AwPETR - Award in Pension Transfers
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.
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
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.
CeRER - Certificate in Regulated Equity Release (LIBF)
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.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
Accreditations
Lisa Campbell CeFA CeMAP DipFA AwPETR MIFS
Director/IFA
Qualifications & Accreditations
AwPETR - Award in Pension Transfers
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
What our clients say
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.
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.
Friendly, professional advice with attention to detail. We felt listened to & very happy as financial advice was new to us following our inheritance.
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.
Expert, friendly and well presented. I would be happy to recommend to friends and family.
Campbell & Raffle provide a friendly and knowledgeable service. They accommodate every query and make everything easy to understand.
Where to find us
89A Swaythling Road, West End, Southampton, Hampshire, SO30 3AG
Contact usAbout 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.
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A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
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