Testimonials
I had previously dealt with an Advisor for all my pension and investment business for some 20 years. Unfortunately this party retired and I switched to a new Advisor who I thought would provide a similar level of service, but unfortunately this did not prove to be the case.
I contacted yourself some 12 months ago and you gave me a very honest overview of my pension and investments and in the past few months I have transferred over all my pension needs to Campbell Mackie Limited in view of your professional and unbiased opinion.
Your level of research and presentation made my pension decisions much easier and your attention to detail and market knowledge was both impressive and reassuring.
I would have no hesitation in recommending your services to friends and family.
Alan has given me advice on key areas of my personal financial planning for a number of years now. Since our first meeting I have felt at ease. I think this mainly comes from the sense that Alan is on top of all aspects of my needs - from monitoring the big picture market trends to advising on tax efficiency. I look forward to many more years of help from Alan and the Campbell Mackie team.
I approached Alan Mackie of Campbell Mackie Limited Independent Financial Advisors because I recently required expert advice regarding some existing pensions that I had in place.
One thing I liked was Alan’s professionalism and integrity and his ability to make the whole process stress free.
I found the experience to be very worthwhile whilst knowing I was receiving the very best of advice and guidance.
I would have no hesitation in recommending Campbell Mackie to anyone who needs expert financial advice. I can honestly say Alan, I thank you for your assistance, support and your sound and knowledgeable advice.
I am happy to endorse Campbell Mackie Limited for the service provided to me as a client. I am an overseas individual client, therefore I apply caution in selecting an advisor to manage my financial affairs. However, Alan and his team developed a professional relationship with myself, instilling trust and ensuring my affairs are managed in a professional and timely manner, which is reassuring for expats.
It is encouraging to have an advisor like Alan that places an emphasis on client relations and is readily available for discussion to explain the values of products and services in a clear and concise manner.
Our business has been utilising the services offered by Alan Mackie for nearly 20 years. Initially Alan formulated a plan to address the pension requirements of the Directors by implementing and managing a Pension Portfolio customised to our specific needs and circumstances. Alan has provided a comprehensive review programme over the years and this has ensured that the Directors are kept fully informed on the progress of the planning that has been implemented on our behalf.
As our business relationship has progressed Alan has been able to apply his expertise to assist the company with its protection needs to ensure that the Directors are able to continue to run the company and retain control in the event of serious illness or the death of one of the Directors. We have also utilised the services offered for Inheritance Tax planning, family investment and protection requirements.
The Directors can now look forward to a secure retirement underpinned by the comprehensive advice and expert management offered by Campbell Mackie Limited.
We have recommended the services offered by Campbell Mackie Limited to business associates and they have enjoyed the same high level of advice, standard of service and ongoing support that is vital to ensure meeting financial planning goals.
I really would like to thank you for your guidance and your good advice with regards to the investment of my money over the last few years. I'm delighted with the way this has gone, and it is lovely to get wee (and big) surprises now and then. Your professionalism is always of the highest standard, and I always feel that you focus your advice on me and my circumstances, as well as taking a personal interest in the management of my investments.
I would like to thank you for the time that you took recently to investigate my pensions. I had explained to you that I was totally unaware of how, what or if they were doing anything positive.
Your advice was given succinctly and without pressure but more on a consideration basis as to what my options were. I was absolutely delighted with the way that you provided such a professional service.
I would have no hesitation in recommending your services to any of my family, friends and clients etc.
You recently undertook a review of my pension, otherwise known as my rainy day fund. I first put some money away over 15 years ago and have been happy to make my own investment decisions over that period.
I recently asked you for a professional review of my arrangements and I’m pleased to report that you’ve given me a clean bill of health.
You obviously have your own wealth of experience in the investment and pension field. You advised that I need make no radical changes, thus showing your entirely professional approach to the world of savings.
I would not hesitate to recommend you to any friends, family or business contacts looking for professional investment advice.
Dear Alan, Thank you for all the thought, work and preparation you do for our meetings. We value your advice and feel that our investments are in safe hands.
I highly recommend Alan Mackie as a Financial Advisor. I felt at ease during our meetings because I understood the benefits as well as the risks to invest in products from life policies to investment portfolios. Everything was explained and I was not rushed to make any decisions. I look forward to a long term relationship with Campbell Mackie Limited
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