Ian D Campbell Independent Financial Services Ltd

Independent Financial Adviser  29 Hawthorn Road, PONTYPRIDD, CF37 5AT
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FCA authorised
Last authorised 20th September 2021
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
Meet our advisers
MR Ian Campbell
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Ian D Campbell Independent Financial Services Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register. Registered Office: 29 Hawthorn Road, Pontypridd, Wales CF37 5AT Tel: <phone number hidden> Registered in England and Wales. Registration number 10545347.

29 Hawthorn Road, PONTYPRIDD, CF37 5AT

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