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.
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 predominantly work with clients over phone or via video call.
Based in South West
Phone and Video call
Region & method of advice
I am based in Bristol and predominantly work with clients over 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.