Business Details
Expert Financial Planning & Investment Management Services
Campbell Thomson has established itself as a trusted partner in financial planning and investment management. With over 100 years of combined experience across our investment team, we specialise in creating tailored financial strategies that address the unique needs of individuals, families, and businesses. Our approach begins with a comprehensive understanding of clients' current circumstances and long-term aspirations, ensuring every plan aligns with their personal and financial goals. Recognised as the UK Financial Advice Firm of the Year by FT Adviser in 2025, we maintain a strong commitment to excellence through our regulated subsidiaries, which are authorised by the Financial Conduct Authority.Our services span retirement planning, estate preservation, tax-efficient strategies, and intergenerational wealth transfer, supported by a client-centric philosophy that prioritises transparency, ethical practices, and ongoing support. We differentiate ourselves through our ability to combine specialist expertise with a personalised touch, ensuring clients receive both technical proficiency and empathetic guidance throughout their financial journey.
Services
Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Investment Management
Mortgage Advice
Financial Protection
Goal-Based Planning
Corporate Financial Planning
Intergenerational Planning
Highlights and features
- We offer over 100 years of combined experience in financial planning and investment management
- Our client-centric approach creates bespoke strategies tailored to individual circumstances
- Recognised as FT Adviser's UK Financial Advice Firm of the Year 2025
- We provide holistic wealth planning covering retirement, estate, and tax strategies
- Our FCA-regulated services ensure compliance with the highest industry standards
Associations and certifications
- Financial Conduct Authority
What people say
In-depth assessment
Comfortable lifestyle
Quick problem resolution
Professional answers
Personalised service
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to help clients achieve their life goals. We begin by understanding your current financial position and future aspirations, then develop a customised roadmap covering investment management, risk protection, and wealth preservation. With a focus on long-term sustainability, our plans adapt to changing life circumstances while maintaining compliance with regulatory standards and industry best practices.
Retirement Planning
Specialist retirement planning ensures financial security during your post-career years. We assess your current pension arrangements, projected income needs, and lifestyle objectives to create a sustainable withdrawal strategy. Our approach considers tax implications, investment performance, and longevity factors while maintaining flexibility to adapt to changing market conditions and personal circumstances throughout your retirement journey.
Estate Planning
Estate planning services protect and preserve wealth for future generations. We implement legal structures and tax-efficient strategies to facilitate smooth asset transfer while minimising inheritance tax liabilities. Our approach combines wills, trusts, and insurance solutions to ensure your wealth distribution aligns with personal wishes while providing ongoing family financial security.
Tax Planning
Our tax planning service optimises financial arrangements to minimise tax liabilities within regulatory frameworks. We analyse income streams, investment portfolios, and estate structures to identify legitimate tax-saving opportunities. By implementing strategic allowances and exemptions, we help clients retain more of their wealth while maintaining full compliance with HMRC requirements and evolving tax legislation.
Investment Management
Professional investment management services create and maintain diversified portfolios aligned with client risk profiles and financial objectives. We employ evidence-based strategies across global markets, continuously monitoring and rebalancing holdings to optimise returns. Our approach combines active and passive investment techniques while maintaining transparency through regular performance reporting and client consultations.
People
Simon Williams
Senior Financial Adviser
With over two decades of experience, Simon specialises in long-term financial planning for medical professionals. He combines technical expertise with personalised service, maintaining transparent communication and proactive portfolio management to ensure clients' financial security.
Steve
Wealth Manager
Steve provides comprehensive financial guidance to families and business owners, focusing on intergenerational wealth transfer. His approach emphasises trust-building through consistent advice and tailored solutions that adapt to clients' evolving life circumstances.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate preservation, tax efficiency, investment management, and intergenerational wealth transfer tailored to individual circumstances.
How do you handle retirement planning?
Our retirement planning considers pension arrangements, income requirements, tax implications, and longevity factors to create sustainable withdrawal strategies that adapt to changing circumstances.
Are you regulated by financial authorities?
Yes, our services are provided through FCA-regulated subsidiaries, ensuring compliance with UK financial services standards and client protection requirements.
How do you personalise financial advice?
We begin with detailed consultations to understand your unique circumstances, goals, and risk tolerance before developing customised strategies that evolve with your changing needs.
What investment approaches do you use?
We employ diversified portfolios combining active and passive strategies, continuously monitored and rebalanced to optimise returns while aligning with your risk profile and objectives.
