Ian D Campbell Independent Financial Services Ltd

Independent Financial Adviser  29 Hawthorn Road, Pontypridd, Rhondda cynon taf, CF37 5AT
First meeting at adviser's own cost
Building sound long-term client relationships centered around honesty, trust and a solid reliable service is of utmost importance to me.
We can advise you on
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Annuity purchase
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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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SIPPs
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Ian Campbell
Chartered Financial Planner
What our clients say
Never had any problems with Ian. Seems very reliable and knowledgeable.’
Stuart, Pontypridd
We had dealings with Ian several years ago, before he joined Vision, and at that time we felt very comfortable and confident with him. After joining Vision, he contacted us and we were extremely pleased to deal with him again and we have not regretted it: nothing is too much trouble for him.
George, Abergavenny
‘I’ve known Ian Campbell for over 15 years in his capacity as my financial adviser. He has advised me on my investments, inheritance taxation and the setting up of a Discretionary Trust. We have frequent meetings to review all aspects of my investment and would recommend his services to any of my friends.’
Keith, Chepstow
About us

Having over twenty-five years’ experience in providing clients with ongoing financial planning, I am an appointed representative of an award winning national company - Vision Independent Financial Planning Ltd, with full Chartered Financial Planning status.
The ability to offer truly Independent Financial Advice is extremely important to me. This allows me to research and source the very best solutions, helping provide unbiased personal and tailored recommendations to every client.
The first meeting I hold with a client is free and at a mutually convenient location of their choosing. This initial discussion gives us both an opportunity to get to know each other better and for us to review their current financial situation and future planning needs.
I firmly believe in building and maintaining long term financial planning relationships with my clients. I like to give them the time they deserve, as their financial future and security is of paramount importance to them. These discussions are held in a clear, open and jargon-free manner.

Our services

Being an Independent Chartered Financial Planner, I am able to offer ‘whole of market’ advice for my clients, delivering to them the best solutions to meet their personal, family and business needs. I specialise in creating tax efficient investment portfolios, retirement planning and financially protecting clients' families and their wealth. By taking time to fully understand my clients’ priorities, needs and objectives, I endeavour to provide them with personalised, bespoke propositions, coupled with an ongoing highly reliable service. An important aspect of this service, being regular face to face client reviews, at a venue that is convenient for them.

Where to find us

29 Hawthorn Road, PONTYPRIDD, CF37 5AT

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd March 2020

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