Services

Take control of your finances

There’s plenty of advice available on how to save money and prepare for the future, but how do you know which advice is right for you? 

At Campbell & McConnachie, we understand that every client is different. We take time to get to know you as an individual, learning about your current circumstances and your life goals so that we can advise on the best solution for you.

Taking professional financial advice puts you in control of your finances. You can become confident about your future and enjoy living in the present, safe in the knowledge that your money is in good hands.

Our services:

Wealth management

Our highest level of service. Complete financial planning and investment management solutions for your whole financial life.

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Savings & investments

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

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Retirement planning

Prepare to enjoy the life you’ve worked towards with pensions and advice tailored for your stage of life.

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Mortgage advice

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

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Personal insurance

Ensure you and your loved ones will be protected against the financial impact of unforeseen situations.

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Business finance

Invest in your people and secure your business with corporate pensions, key person insurance and other protection products.

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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/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.