Campbell Munro Ltd

Welcome to Campbell Munro

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 achieve their 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 outcomes.

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

Client Services

Holistic Financial Planning

We offer a wide range of services, designed to support you and your financial goals.

  • Strategic Financial Planning
  • Tailored Portfolio Management
  • Tax Planning
  • Estate Planning
  • Trust Advisory Service

Our holistic approach to financial planning ensures you remain on course to reach your long-term objectives.

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Portfolio Services

Core Portfolio

Our Core Portfolio service utilises the Campbell Munro Investment Approach to construct portfolios based on four key principles:

  • Income
  • Capital Growth
  • Diversification
  • Competitive Costs

These four factors are combined with our in-house Investment Trust expertise to generate portfolios with the potential for attractive long-term returns. 

Bespoke Portfolio

We recognise that no two clients are the same. Our bespoke portfolio service enables us to contruct portfolios tailored to a range of income, growth and risk requirements (including ethical investment considerations).

Having full discretion on the selection of assets contained in your portfolio ensures we are able to create an ideal solution for your financial needs. 

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