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. Our advisers have extensive knowledge of taxation, pensions and investment products suitable for a range of client risk profiles.
Campbell Munro Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England No. 3732479. Registered office: Thorpe House, Croft Road, Crowborough, East Sussex, TN6 1DL
Campbell Munro’s philosophy is to invest for the long term, focussing on investments with a proven history of delivering a growing income. We determine individual goals with each client based on their personal circumstances.
Our Bespoke Portfolios are designed for clients who wish their portfolios to be individually tailored. This service includes an increased level of monitoring of each client’s circumstances as well as access to a wider range of diversification including Investment Trusts.
Our Model Portfolio service allows our clients to invest in risk-rated Model Portfolios selected by the Investment Committee. Our Model Portfolios' returns are enhanced through minimising costs and are reviewed and rebalanced on a half-yearly basis.