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Award Winning Independent Financial Advisers

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Ian Campbell

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Ian Campbell
ACII Chartered Financial Planner
Independent Financial Adviser

I have joined the Vision team with some 27 years experience in the financial services sector, the last 16 years being with HSBC. During that time I have specialised in creating tax efficient investment portfolios, pre and post retirement planning and inheritance tax planning. I have full Chartered status.

Being an Independent Financial Adviser, I am able to offer ‘whole of market’ advice for my clients, in delivering the solutions they require for their personal, family and business needs.

I am a firm believer in building long-term relationships with my client, built around honesty, trust and service. I care about my clients, their families and their financial needs and aspirations.

By taking time to fully understand my clients’ priorities, needs and objectives, I aim to provide them with personalised bespoke propositions, coupled with a high level of reliable service. An important aspect of this service, being regular face to face client reviews.

I can be contacted on 07531 075379 or by email at

 

‘Never had any problems with Ian. Seems very reliable and knowledgeable.’

‘I’ve known Ian Campbell for over 15 years in his capacity as my financial adviser. He has advised me on my investments, inheritance taxation and the setting up of a Discretionary Trust. We have frequent meetings to review all aspects of my investment and would recommend his services to any of my friends.’

In addition to the above I would add that Ian Campbell’s determination to provide a high quality service was evident throughout the process. He was professional and courteous and kept me fully informed at all times. His obvious passion for his work and his attention to detail was impressive and much appreciated.’

‘I have known Ian since his days with HSBC. I find him knowledgeable and a very good listener. He understands what I need and does his best to match the services to suit my future needs.’

‘We have known Ian Campbell for many years and have every faith in him. He is very conscientious and reliable and is always available when we need to ask him any advice or have any queries. He also keeps in touch with us on a regular basis which we find very helpful. Because he has known us for so long he fully understands our objectives and we feel we don’t have to worry about financial matters with him around to call on.’