For your whole financial life
Our wealth management service is more than just investment advice.
Wealth management is a personal, consultative process, both holistic and strategic, considering every aspect of your financial life within the framework of a strong ongoing relationship.
Campbell & McConnachie have the expertise to co-ordinate all the appropriate services and products required to effectively manage and grow your wealth to achieve your current and future objectives.
At your service
This is our highest level of service, suitable for affluent individuals or those with particularly complex affairs or diverse needs. Your personal wealth manager will work closely with you to understand every aspect of your current circumstances and your financial aspirations, carefully developing bespoke strategies and integrated solutions across the full financial arena.
To find out if you could benefit from this enhanced service, please call 01343 814000 to make an appointment for an initial consultation with one of our advisers.
The value of investments may fall as well as rise, you may not get back what you put in.
We can also help with:
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/