Savings & Investments

Look after your money

These days it’s easy to find tips and advice on what to do with your money.  You can Google the best rates, check the best performing funds, but how do you know if it’s the right choice for you?

At Campbell & McConnachie, we understand that everyone is different, with different experiences and different attitudes to money. Some people are more cautious than others, some more confident, but everyone wants to be certain that their hard-earned money is in expert hands.

Grow your savings

We’d all love to make the maximum return on our investments, but, as you’ll have heard repeatedly, the value of investments can go down as well as up.  In volatile times, it pays to think strategically and consider the bigger picture.

Our financial planners will help you develop an appropriate portfolio of investments aligned with your attitude to risk and your tax position, one which will support your aims in the short and long term. We’re independent with access to a huge range of specialist funds and investment options, so you can trust us to recommend the products that are right for you.

The value of investments may fall as well as rise, you may not get back what you put in.

We can also help with:

Wealth Management

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

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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.