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