Campbell Munro Ltd
F L H

Client Services

Campbell Munro offer a full range of services to ensure you reach your long-term financial goals and objectives. 

We construct a personal plan using professional financial planning software to ensure that the client is on course to achieve their financial objectives. The Campbell Munro client service includes an annual income tax review and completion of the client’s tax returns as well as inheritance tax planning and a will service.

Client Services

  • Portfolio management tailored to your risk profile, incorporating our in-house expertise in Investment Trusts
  • Ongoing reviews with your Financial Adviser
  • Regular access to your Campbell Munro financial team
  • Online access to your investment portfolio
  • Annual Attitude to risk profiling
  • Annual cash flow forecasting service
  • Access to the Campbell Munro family proposition
  • Annual income tax review service
  • Annual review of ISA, Pension and Capital Gains Tax allowances
  • Annual Capital Gain Tax monitoring
  • Inheritance tax and Will review
  • Ongoing fee of 1% on all managed investments
  • Discounteed initial charges for new investments - in a marketplace where initial fees of 3% are routinely charged