Business Details
Expert Financial Planning & Investment Management Services
Campbell Thomson has established itself as a trusted leader in financial planning and investment management. Founded with a commitment to delivering tailored advice, we combine decades of industry experience with a client-centric approach to address complex financial challenges. Our team of specialists holds advanced qualifications and adheres to rigorous regulatory standards, ensuring clients receive expert guidance aligned with their unique circumstances.Recognised as the UK's top independent financial adviser in 2025, we maintain a strong focus on transparency, ethical practices, and long-term client relationships. Through continuous market analysis and innovative wealth strategies, we help individuals and families achieve financial security across generations. Our collaborative approach ensures every client benefits from comprehensive insights while maintaining full control over their financial decisions.
Services
Retirement Planning
Estate Planning
Tax Planning
Investment Management
Mortgage Advice
Financial Protection
Goal-Based Planning
Corporate Financial Planning
Intergenerational Planning
Wealth Management
Highlights and features
- We offer over 100 years of combined experience in financial planning and investment management
- Our client-centric approach ensures fully personalised financial strategies
- Regulated by the Financial Conduct Authority for complete compliance and transparency
- Award-winning team with specialist expertise in tax-efficient wealth management
- Holistic approach combining investment management, retirement planning, and estate protection
Associations and certifications
- Financial Conduct Authority
What people say
In-depth assessment
Answered professionally
Comfortable lifestyle
Quick problem resolution
Expert pension investment
Services
Retirement Planning
Our retirement planning service helps clients transition smoothly from career to retirement. We create tailored strategies for pension access, tax-efficient withdrawals, and sustainable income streams. With expertise in UK pension regulations, we ensure clients maximise their retirement funds while minimising tax liabilities. Our approach combines investment management with lifetime cashflow projections to maintain financial security throughout retirement.
Estate Planning
Estate planning services focus on preserving wealth for future generations. We implement tax-efficient structures including trusts and wills to ensure assets pass according to client wishes. Our specialists work with legal professionals to create comprehensive inheritance tax mitigation strategies while maintaining liquidity for ongoing financial needs.
Tax Planning
Our tax planning service optimises financial arrangements across income, capital gains, and inheritance tax. We develop proactive strategies using ISAs, pension contributions, and trust structures to legally reduce tax burdens. Regular reviews ensure clients benefit from changing legislation while maintaining compliance with HMRC requirements.
Investment Management
Investment management covers discretionary portfolio services and collective investment solutions. With over 100 years of combined experience, we create diversified portfolios aligned with risk profiles and financial goals. Our approach combines active risk management with regular performance reviews to ensure optimal returns across market cycles.
Financial Protection
Financial protection services safeguard against unexpected life events through appropriate insurance solutions. We assess individual needs to recommend critical illness cover, income protection, and life insurance policies. Our advice ensures adequate coverage while maintaining cost-effectiveness and alignment with overall financial plans.
People
Simon Williams
Senior Financial Adviser
Simon has provided financial advice to professionals for over two decades, specialising in long-term wealth planning and pension management. His client-focused approach combines technical expertise with clear communication to deliver sustainable financial solutions.
Steve
Wealth Planner
Steve offers comprehensive wealth planning services with particular expertise in intergenerational transfers and tax-efficient investments. His collaborative approach helps clients navigate complex financial decisions while maintaining personal control over their assets.
Questions
What financial planning services do you offer?
We provide full financial planning covering retirement, tax, estate, and investment management, along with specialist services for business owners and intergenerational wealth transfer.
Are you regulated by the FCA?
Yes, both our subsidiaries are authorised and regulated by the Financial Conduct Authority under reference numbers 153871 and 517235.
How do you personalise financial advice?
We begin with a comprehensive assessment of your current situation and goals, then create tailored strategies that evolve with your changing circumstances and market conditions.
Can you help with pension investments?
Our specialists manage pension investments through discretionary portfolio services and advisory options, focusing on growth potential and tax efficiency.
What makes you different from other advisers?
We combine decades of experience with a client-first approach, offering holistic solutions from our team of award-winning professionals who maintain continuous support.
