Welcome to Rachel Campbell Associates
Professional Financial Advice
WELCOME TO Rachel Campbell Associates
Financial advisers located in Lower Upham, Southampton
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Who we are and what we do
We believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures.
Our role as financial advisers is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs. We’ll work with you to understand your current position, and then to create short, medium and long-term strategies to protect and grow your money.
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.
We offer a full range of financial services and have highlighted three of our most popular below.
Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...view more
There are events we can all face that have the potential to wreck lives and families.view more
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...view more
Our plan for you
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Registered Address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, PO7 7SQ.
Registered in England and Wales under reference 07947939.
Rachel Campbell Associates is a trading style of Primary Financial Solutions who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
Primary Financial Solutions is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 577475.
The guidance and information contained within this website is subject to UK regulatory regime and is targeted at clients based in the UK.