Campbell Munro Investment Management have a proven philosophy of investing for natural income. With over 20 years' experience, we have an extensive knowledge of products available within the investment market which are utilised throughout our range of services. We pride ourselves on being a client-focussed and responsive wealth management company, providing expert personal financial planning and investment advisory services to our clients.
We provide holistic advice based on a full understanding of our clients' financial circumstances. We balance risk with return and work closely with our clients to create long term financial and lifestyle objectives. Our clients are extremely important to us and we ensure that the adviser-client relationship is based on mutual trust, respect and clarity.
We provide holistic advice based on a full understanding of our clients' financial circumstances. We balance risk with return and work closely with our clients to create long term financial and lifestyle objectives. Our clients are extremely important to us and we ensure that the adviser-client relationship is based on mutual trust, respect and clarity.
Services
Established for over 20 years, Campbell Munro Limited is a family-owned investment and wealth management company. With over two decades of experience in investment and wealth management, Campbell Munro has a full breadth of knowledge across the industry. We offer personal financial planning and a range of investment advisory services - we offer sound advice and devise strategies to meet clients' specific long-term financial goals.
Our Bespoke Portfolios are designed for clients who require individually tailored portfolios. We are experts in investment and wealth management and all initial advice offered to our clients is based on a full assessment of personal circumstances. We consider the investment objectives and risk profile of every client on an individual basis before providing any direction or advice.
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