Worth doing well

Taking good care of our clients and their money
Our servicesContact us

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.

Learn more

Savings and Investments

Make the most of your money. Our advisers will carefully explain the best options for your savings.

Learn more

Mortgage Advice

Save time and money with experts who’ll cut through the jargon and get you the right mortgage for your situation.

Learn more

News

The outlook for buy-to-let investments

The outlook for buy-to-let investments

November 23, 2021

Is now a good time to invest in buy-to-let? Purchasing an additional residential property to let out usually offers a guaranteed income and the potential for capital growth from a single investment.  But this sector has declined in popularity in recent years, following the introduction of a raft of regulatory and tax changes which has forced many landlords to leave the sector as a result. 

Can you move your mortgage?

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. 

Is retiring to the sun still possible?

Is retiring to the sun still possible?

November 23, 2021

Is retiring to the sun still possible? Or has Brexit dashed the dream? Some of us have had enough of the inclement weather in the UK, and dream of retiring somewhere warm and sunny.  We often talk about it for years, fed up with the same old routine, the same journey to work, the same things at work, and a desire to do something different.

Subscribe to our newsletter

By submitting your details you agree to receive email marketing from Campbell and McConnachie and have read and understood our Privacy Notice. You can withdraw your consent or change your preferences at any time by emailing us or by clicking the link at the bottom of every email we send you.

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/register. Campbell & McConnachie Ltd Registered Address: Harbour House 1 Shore Street Lossiemouth IV31 6PD. Neither Campbell & McConnachie Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage (including Buy to Let), tax planning, taxation and trust advice, offshore investments or school fees planning. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk (http://www.financial-ombudsman.org.uk/) The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.