Campbell & Raffle IFA Ltd

Independent Financial Adviser Chetwynd Road, Bassett, Southampton, Hampshire, SO16 3JB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
2nd December 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • School fees planning
    • Critical illness
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Lisa Campbell CeFA CeMAP DipFA AwPETR MIFS
Director/IFA
Nicola Raffle CeFA CeMAP CeRER CeLTCI AdvDipFA AwPETR Chartered ALIBF
Director & Chartered IFA
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
Where to find us

Chetwynd Road, Bassett, Southampton, Hampshire, SO16 3JB

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.8 mi
We offer whole of market Independent Financial Advice on a National basis. Pension Transfer GOLD standard service Plus Specialist brand names Independent Women and Independent Schools
 
Independent Financial Adviser 1.81 mi
A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
 
Independent Financial Adviser 1.82 mi
Clear, easy to understand financial advice for anyone at or near retirement, dealing with divorce or investing for their future
 
Independent Financial Adviser 1.9 mi
Local, friendly and unbiased Independent Financial Planning service specialising in advising those who are planning for and approaching retirement.