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CAMPBELL MUNRO LTD

Company
CAMPBELL MUNRO LTD (03732479)

CAMPBELL MUNRO

Phone: 01892 575 575
A⁺ rating

ABOUT CAMPBELL MUNRO LTD

Established for over 20 years, Campbell Munro Limited is a family-owned investment and wealth management company. We manage funds on behalf of our clients in excess of £150m. With two decades of experience in investment and wealth management, Campbell Munro has a full breadth of knowledge across the industry. We offer personal financial planning and a range of investment advisory services – we offer sound advice and devise strategies to meet clients' specific long-term financial goals.

With four dedicated advisers and six research and administrative staff, our business has grown consistently through client referrals and a proven investment management philosophy. Our experienced team of advisers are aware that each of our clients has unique financial circumstances, so we work closely with every client on an individual basis to determine the best course of action for them. Our approach is to examine all aspects of our client’s finances to determine how their overall objectives can be met.

At Campbell Munro we believe we offer a balanced proposition to our clients through our income investing philosophy. Our clients will not only benefit from over 20 years of expertise in the investment and wealth management industry but also from the extensive range of funds we are able to access through the platform providers with whom we work. Our platform providers are selected, not only for the value for money offered to our clients, but also for the services they provide as custodians of our clients' funds. Clients can be sure that their investments are in safe hands with Campbell Munro.

Welcome to Campbell Munro

Campbell Munro Investment Management have a proven philosophy of investing for natural income. With over 20 years' experience, we have an extensive knowledge of products available within the investment market which are utilised throughout our range of services. We pride ourselves on being a client-focussed and responsive wealth management company, providing expert personal financial planning and investment advisory services to our clients. We provide holistic advice based on a full understanding of our clients' financial circumstances.

We balance risk with return and work closely with our clients to create long term financial and lifestyle objectives. Our clients are extremely important to us and we ensure that the adviser-client relationship is based on mutual trust, respect and clarity. Our advisers have extensive knowledge of taxation, pensions and investment products suitable for a range of client risk profiles.

Our Investment Philosophy

Management Philosophy

Campbell Munro’s philosophy is to invest for the long term, focussing on investments with a proven history of delivering a growing income. We determine individual goals with each client based on their personal circumstances. 

Campbell Munro Ltd Registered in England and Wales No. 3732479 Registered Address: Thorpe House, Croft Road, Crowborough, East Sussex, TN6 1DL

KEY FINANCES

Year
2017
Assets
£90.33k ▲ £22.23k (32.64 %)
Cash
£72.99k ▲ £15.09k (26.07 %)
Liabilities
£40.46k ▲ £4.73k (13.24 %)
Net Worth
£49.87k ▲ £17.5k (54.05 %)

REGISTRATION INFO

Company name
CAMPBELL MUNRO LTD
Company number
03732479
Status
Active
Categroy
Private Limited Company
Date of Incorporation
15 Mar 1999
Age - 26 years
Home Country
United Kingdom

CONTACTS

Website
www.campbellmunro.co.uk
Phones
01892 575 575
Registered Address
THORPE HOUSE,
CROFT ROAD,
CROWBOROUGH,
EAST SUSSEX,
TN6 1DL

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

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LAST EVENTS

10 Mar 2017
Confirmation statement made on 9 March 2017 with updates
03 May 2016
Total exemption small company accounts made up to 31 March 2016
11 Mar 2016
Annual return made up to 9 March 2016 with full list of shareholders Statement of capital on 2016-03-11 GBP 100

See Also


Last update 2018

CAMPBELL MUNRO LTD DIRECTORS

Jill Elizabeth Munro

  Acting
Appointed
15 March 1999
Occupation
Company Director/Secretary
Role
Secretary
Nationality
British
Address
Hilton House, 205 Cooden Sea Road, Cooden, Bexhill-On-Sea, East Sussex, United Kingdom, TN39 4TR
Name
MUNRO, Jill Elizabeth

David Richard Campbell Munro

  Acting PSC
Appointed
15 March 1999
Occupation
Independent Financial Adviser
Role
Director
Age
63
Nationality
British
Address
Hilton House, 205 Cooden Sea Road, Cooden, Bexhill-On-Sea, East Sussex, United Kingdom, TN39 4TR
Country Of Residence
England
Name
MUNRO, David Richard Campbell
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Jack Frederick Campbell Munro

  Acting
Appointed
07 February 2008
Occupation
Administration
Role
Director
Age
38
Nationality
British
Address
Hilton House, 205 Cooden Sea Road, Cooden, Bexhill-On-Sea, East Sussex, TN39 4TR
Country Of Residence
United Kingdom
Name
MUNRO, Jack Frederick Campbell

Jill Elizabeth Munro

  Acting PSC
Appointed
15 March 1999
Occupation
Company Director/Secretary
Role
Director
Age
63
Nationality
British
Address
Hilton House, 205 Cooden Sea Road, Cooden, Bexhill-On-Sea, East Sussex, United Kingdom, TN39 4TR
Country Of Residence
England
Name
MUNRO, Jill Elizabeth
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Lewis Charles Campbell Munro

  Acting
Appointed
07 February 2008
Occupation
Administration
Role
Director
Age
36
Nationality
British
Address
Hilton House, 205 Cooden Sea Road, Cooden, Bexhill On Sea, East Sussex, TN39 4TR
Country Of Residence
United Kingdom
Name
MUNRO, Lewis Charles Campbell

FORM 10 SECRETARIES FD LTD

  Resigned
Appointed
15 March 1999
Resigned
17 March 1999
Role
Nominee Secretary
Address
39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
Name
FORM 10 SECRETARIES FD LTD

FORM 10 DIRECTORS FD LTD

  Resigned
Appointed
15 March 1999
Resigned
17 March 1999
Role
Nominee Director
Address
39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
Name
FORM 10 DIRECTORS FD LTD

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