At Campbell Financial Services Ltd we are committed to putting our clients at the heart of everything we do and to providing the best possible service.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations.
Established in 2020, the team at Campbell Financial Services Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Lanarkshire and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships.
This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Campbell Financial Services Ltd, we pride ourselves on our friendly and approachable nature, and on playing an integral part in the local community.
As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.
Planning for retirement involves making the most of your pensions, investments and tax planning to help create the future you can enjoy.
Let us help you with your investment planning, providing a solution that will suit your needs and lifestyle.
We can assist you in many areas of your personal wealth, working with you to produce a customised plan for your savings and investments.
It is important to provide financial security for you and your family when it is most needed, to protect yourselves from the unexpected.
Kevin impressed me with his professionalism and thorough knowledge of the financial world. His relaxed, warming attitude was most reassuring when discussing a revamp of my pensions and investments and I was very happy to accept his advice and recommendations.
I have happily forwarded Kevin’s name to both family members and friends who were also looking for advice.
Mr G Airdrie
I have been dealing with Kevin now for a number of years and I can honestly say that his financial knowledge and the advice given has been of a high standard. This in turn has helped me to make sound investments in the past and I look forward to continuing to do so for many years to come. The business of investments can be hard to understand for some of us but Kevin goes out of the way to explain all the details in an easy going manner that makes it easy to make choices tailored to my financial needs.
Mr G Coatbridge