Alex Campbell
Chartered Financial Adviser
I have worked at Hargreaves Lansdown since 2006 and have enjoyed helping clients achieve their goals through precise financial planning. My advice covers a wide array of different areas including complex financial planning, investment advice, Inheritance Tax Planning, retirement and pension planning. I am also a long-term care specialist, an accredited member of SOLLA and a Fellow of the Personal Financial Society.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Long-term care planning
Estate planning and inheritance tax planning
Trusts
Protection
Qualifications
Advanced Diploma in Regulated Financial Planning
Fellow of the Personal Finance Society
Accredited Member of SOLLA (Society of Later Life Advisers)
Region and method of advice
I am based in Bristol and work with clients predominantly over the phone or via video call.
Approach and experience
Having started with Hargreaves Lansdown in 2006, I have extensive experience helping clients with their financial plans and invest with confidence. I understand that this can be difficult, but I will help you to put a sensible strategy in place.
My approach is to get to know you and your requirements. I want you to have confidence in what you are doing with your money, I will do this by helping you properly understand your strategy and work with you as you progress towards your goals.
I think it's absolutely a splendid, excellent piece of work. It's just the sort of advisory service that I was looking for. And the way you understood or understand my current situation and investment objectives, I think is absolutely right. I think your rationale for your recommendations are spot on
Mr L Cross
Personal interests
Outside of financial planning, I spend my time enjoying the surrounding countryside with my wife and kids. I also like to challenge myself with various sporting events to keep fit and active.