Campbell Wilson is an Edinburgh-based financial advisor with more than 25 years’ experience in the financial sector. A specialist in pensions, investments, retirement planning and Inheritance Tax planning, Campbell has the knowledge and determination to help you analyse your current financial situation and plan for your financial future.
He adopts a holistic approach to his client reviews, constructing comprehensive advice and recommendations to his clients’ full financial situation, ensuring every detail is accounted for. Having also worked extensively on divorce settlements, he has gained a comprehensive understanding of pension sharing orders and their implementation.
Born in Edinburgh and raised in Port Seton, Campbell has lived in the Lothians for over 40 years. A friendly and people-oriented adviser, Campbell works all around Scotland, with a strong client base in the Lothians, Borders and Fife areas. He also meets clients from across the UK remotely.
With over 15 years of experience providing financial advice, Campbell is a highly qualified adviser. He holds the Diploma in Financial Planning, Competent Adviser Status and Certificate in Regulated Equity Release, among other regulatory qualifications. His practical experience working for a pension company, several investment banks and as an adviser for major insurance and banking firms gives him a depth of knowledge and know-how that he applies to all his advisory activities.
Campbell’s strong connections within the Lothians mean that many of his clients are local to the area. He takes pride in receiving frequent referrals from existing clients, as well as working with small business owners and the local legal community. Complementing his local expertise, he also enjoys the support of national firm Tenet Financial Services.
Campbell works with clients from a variety of financial backgrounds, including high-net-worth investors, business owners, those planning for their retirement and young families looking to take their first steps on their financial journey.
Outside of work, Campbell is an avid sports fan, as well as a father and family man. He has strong connections to sports communities across Scotland, having previously been a member of Haddington Golf Club and, more recently, a youth football coach in Edinburgh.
Campbell can help you with:
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
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