Honest, high-quality, independent financial advice you can trust
When it comes to securing your financial future, choose an established firm you can count on. Whether it’s pensions, investments, mortgages or protection, you want advisers who know their subject, speak your language and have your best interests at the heart of everything they do.
Campbell & McConnachie have achieved the highest standard for financial advice. As Chartered Financial Planners, our advisers are experienced, professionally qualified and committed to developing their knowledge and education in order to serve you better.
We’ve been helping people across Moray and Scotland make the best financial decisions for nearly 30 years.
How can we help you?
We all want to be financially secure, we want the best for our families, and we want our money to work for us. Whatever stage of life you’re at, we can help you secure a better financial future for yourself and your loved ones.
From buying your first house to retiring in style, taking professional advice from Campbell & McConnachie means you’ve got someone on your side guiding you through your options, and helping you select the investment products to support your goals.
Retirement Planning
Prepare to enjoy the life you’ve worked towards with pensions and advice tailored for your stage of life.
Savings and Investments
Make the most of your money. Our advisers will carefully explain the best options for your savings.
Mortgage Advice
Save time and money with experts who’ll cut through the jargon and get you the right mortgage for your situation.
News
Self-invested personal pensions
Having celebrated its 30th birthday this year, the self-invested personal pension (SIPP) remains a popular choice for savers who want to take control of their pension investments.
Should you fix your mortgage?
With each passing day, more news and speculation emerges about the future relationship between the UK and the EU, as we move a step closer to the planned Brexit date at 11pm on 29 March 2019. How could Brexit affect mortgage and interest.
Reclaiming overpaid tax
Nobody likes paying tax, but most people would like to receive a brown envelope through the post from HMRC containing a tax rebate. Find out how to claim tax back through PAYE or self-assessment.
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Take the next step
The best time to take the next step to secure your financial future is right now.
We’re here for you!
Campbell & McConnachie Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 789217 http://www.fca.org.uk/