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
How much risk are you happy with?
August 31, 2021
The role of risk recommending investment products. From buying a house to booking a holiday, and a wide range of other examples in between, most decisions we make contain varying degrees of risk. Take COVID-19, for example. Some people refused to entertain the idea of wearing a mask from the start of the pandemic, while others continue to wear masks even though it’s no longer mandatory.
Can you move your mortgage?
October 11, 2021
Options for those who have found their next home. If you are in a position to upsize or pay off more of an existing mortgage, make sure you understand the small print first. One might expect the property market to dampen considerably now the stamp duty holiday has ended. But while the number of transactions dropped off significantly after the first deadline, house prices still rose 2.1% in August.
Wealth Knowledge, October 2021
October 11, 2021
Curtain comes down on stamp duty land tax holiday The stamp duty holiday in England and Northern Ireland has ended, more than 14 months after it first came into effect. The tax break saw buyers who purchased residential properties for £500,000 or less pay no stamp duty until 30 June 2021, although landlords still had to pay the 3% surcharge.
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Take the next step
The best time to take the next step to secure your financial future is right now.
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Campbell & McConnachie Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 789217 http://www.fca.org.uk/