Expert, local advice you can trust
You work hard for your money, so you need to be confident that you’re making the right decisions to create the future you want for you and your loved ones. Plenty of places will offer you advice, but how can you be sure it’s in your best interest?
Genuine advice needs to be independent, which ours is – we have no affiliation to any provider. But we’re more than just independent financial advisors. As a firm of Chartered Financial Planners, we’re recognised as being at the forefront of our profession, having achieved the gold standard for excellence and professionalism in the financial services industry.
You can read more about what that means here, but in a nutshell, it means you can be confident that we have the experience and expertise to consider your personal circumstances and devise a plan to help you to meet your needs, fulfil your aspirations and provide you with a secure financial future.
Although we work extensively with individuals throughout Scotland and beyond, our heart is here in Moray. It’s our home and a beautiful part of the word with a strong heritage. We’ve dealt with many of our clients for years, in some cases across multiple generations.
There are unique challenges of living and working here, though. We’re a rural economy with traditional industries and many small businesses. Oil and gas is not the gold rush it once was. Our clients need to be sure their money is in good hands.
In Lossie, we have the RAF base and in nearby Kinloss, the army barracks. Over the years, we’ve developed a solid understanding of the financial issues of military life, particularly around mortgages and protection.
Get in touch today for a free consultation.
Campbell & McConnachie Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 789217 http://www.fca.org.uk/