Business Details
Your Trusted Partner for Financial Advisory Solutions
Campbell Munro has been delivering expert financial advisory services for over two decades, combining deep market knowledge with a client-centric approach. Our team of experienced advisers specialises in holistic financial planning, tax strategy, and investment management tailored to individual client needs. As an FCA-authorised firm, we prioritise transparency, ethical practices, and long-term client relationships. Our investment philosophy focuses on income generation, capital growth, and risk diversification to help clients achieve their financial objectives. With offices in East Sussex, we serve clients nationwide through personalised advice and ongoing portfolio management.Our expertise spans taxation, pensions, and investment vehicles, ensuring comprehensive solutions for wealth preservation and growth. We maintain partnerships with trusted platform providers to offer competitive, secure investment options. Regular client reviews and cash flow forecasting ensure strategies remain aligned with evolving financial goals. Our commitment to excellence has earned us a reputation for reliability and professionalism in wealth management.
Services
Holistic Financial Planning
Portfolio Management
Tax Planning
Estate Planning
Trust Advisory
Investment Trusts
Risk Profiling
Cash Flow Forecasting
Inheritance Tax Review
Wealth Management
Highlights and features
- We offer 20+ years of specialist financial advisory experience
- Our FCA-authorised status ensures regulatory compliance and client protection
- Client-centric approach with bespoke portfolio construction
- Expertise in tax-efficient investment strategies and pension planning
- Ongoing portfolio reviews and cash flow forecasting services
Associations and certifications
- Financial Conduct Authority
Services
Holistic Financial Planning
Our holistic financial planning service examines all aspects of your financial situation to create comprehensive strategies. We combine tax planning, pension management, and investment advice to align with your long-term objectives. Regular reviews ensure your plan adapts to changing circumstances while maintaining focus on wealth preservation and growth.
Portfolio Management
We offer tailored portfolio management solutions balancing income generation and capital growth. Our approach incorporates diversification across global markets and asset classes, with both core and bespoke portfolio options. Ongoing monitoring and tax-efficient strategies help maximise returns while managing risk according to your specific requirements.
Tax Planning
Our tax planning services focus on optimising your financial position through strategic use of allowances and exemptions. We provide annual tax reviews, inheritance tax planning, and capital gains tax monitoring. By integrating tax considerations into investment decisions, we help minimise liabilities while maintaining alignment with your overall wealth management goals.
Estate Planning
We specialise in creating estate planning strategies that ensure smooth wealth transfer to future generations. Our services include will reviews, trust advisory, and inheritance tax mitigation. By combining investment trusts and tax-efficient vehicles, we help preserve your legacy while addressing current income needs and long-term asset protection.
Investment Trusts
Our expertise in investment trusts provides access to diversified, income-generating assets with potential for capital appreciation. We select trusts based on historical performance and market opportunities, incorporating them into portfolios to enhance returns. Regular tax planning ensures optimal use of annual allowances while maintaining focus on clients' risk profiles and financial objectives.
Questions
What financial services do you offer?
We provide holistic financial planning, portfolio management, tax planning, estate planning, and trust advisory services tailored to individual client needs.
Are you regulated by the FCA?
Yes, Campbell Munro is authorised and regulated by the Financial Conduct Authority for investment and wealth management services.
How do you manage investment portfolios?
We construct portfolios based on income generation, capital growth, diversification, and competitive costs, with options for both core and bespoke solutions.
What fees do you charge?
Our ongoing portfolio management fee is 1% annually, with discounted initial charges for new investments compared to industry standards.
