“I recently asked Campbell & McConnachie too look at a pension plan that I felt may not be doing all it could due to ever increasing charges twinned with flatlining returns. Charlotte Strike (Financial Planner) worked diligently to source the very best outcome. She presented evidence and background information to illustrate which path was right in terms of both profitability and security. She made the process straightforward, simplifying the complex where necessary, and examined in detail all options prior to advising on the correct eventual investment. I would recommend Charlotte and Campbell & McConnachie to anyone requiring excellent customer service coupled with sound professional guidance and expertise.”
Financial Planners
Financial Planners
“I recently asked Campbell & McConnachie too look at a pension plan that I felt may not be doing all it could due to ever increasing charges twinned with flatlining returns. Charlotte Strike (Financial Planner) worked diligently to source the very best outcome. She presented evidence and background information to illustrate which path was right in terms of both profitability and security. She made the process straightforward, simplifying the complex where necessary, and examined in detail all options prior to advising on the correct eventual investment. I would recommend Charlotte and Campbell & McConnachie to anyone requiring excellent customer service coupled with sound professional guidance and expertise.”