Wilson Financial Advice is a financial advice business in Edinburgh founded by Campbell Wilson. Campbell has more than 18 years experience working as a financial adviser in Edinburgh, and elsewhere in the financial sector.
A specialist in pensions, investments, retirement planning, protection and Inheritance Tax planning, he possesses the knowledge and determination to help you analyse your current financial situation and plan for your financial future.
We adopt a holistic approach to client reviews, constructing comprehensive advice and recommendations to our clients’ full financial situation, ensuring every detail is accounted for. Having also worked extensively on divorce settlements, we have a comprehensive understanding of pension sharing orders and their implementation.
Campbell was Born in Edinburgh and raised in Port Seton and has lived in the Lothians for over 40 years. A friendly and people-oriented adviser, he 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 18 years of experience providing financial advice, Campbell is a highly qualified adviser. He holds the Diploma in Financial Planning, among other regulatory qualifications. His practical experience working for pension companies, several investment banks and as a financial adviser for major insurance and banking firms gives him a depth of knowledge and know-how that he applies to all 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.
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.
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For all your investment needs, get in touch by email: admin@wilsonfa.co.uk or phone: 0131 363 0070 or 01620 611007
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