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.
With dedicated advisers and research and administrative staff, our business has grown consistently through client referrals and a proven investment management philosophy. Our experienced team of advisers are aware that each of our clients has unique financial circumstances, so we work closely with every client on an individual basis to determine the best course of action for them. Our approach is to examine all aspects of our client’s finances to determine how their overall objectives can be met.
Our clients are encouraged to utilise the full benefit of the wealth of knowledge of our advisers.
At Campbell Munro we believe we offer a balanced proposition to our clients through a combination of income and growth portfolios. Our clients will not only benefit from over 20 years of expertise in the investment and wealth management industry but also from the extensive range of funds we are able to access through the platform providers with whom we work. Our platform providers are selected, not only for the value for money offered to our clients, but also for the services they provide as custodians of our clients' funds. Clients can be sure that their investments are in safe hands with Campbell Munro.