OUR SERVICES

Whether you have accumulated capital and a wide range of investment assets or you are still building them, Alexander Bates Campbell help clients to achieve their financial goals, which is why we look at the whole picture before advising and addressing the individual components. Our aim is to maximise potential for positive returns without exposure to unnecessary risk or tax burden.

To provide an appropriate income stream in retirement you need professionals who can give your pension the attention it needs. Pension partnership with Alexander Bates Campbell will help secure your income in the years after salary or business earnings cease. Nurturing a pension these days is vital, new legislation and rapid global changes have presented new challenges to your goal of sufficient income after your working life diminishes. Alexander Bates Campbell work to give you a real picture of your retirement income. Help realise expectations and ensure an understanding of how your pension will help support your aspirations in retirement.

Wealth can be created and preserved successfully through appropriate considered investment management. Especially in today’s changing environment managing investments has become even more important. Alexander Bates Campbell will ensure that your investments receive an appropriate level of attention and are properly directed at achieving your aims.

Preserving assets for future generations requires careful planning. There are many ways of potential Inheritance Tax savings but which is right and appropriate for you? Alexander Bates Campbell can work with you and your other advisers to ensure you have suitable provisions in place to maximise your legacy.

None of us can predict when the worst might happen, but we can make provision just in case. Having a plan in place should you die or become unwell could prove a sensible use of resources, let us help you decide how much cover is appropriate for you.

Having established your position and discussed attitude to risk, we can assess current holdings and advise on areas where assets may benefit from redeployment. We then ensure that resources remain suitable, appropriate and productive.

Tax is one of the certainties of life according to expert comment. However, how much you pay can be kept to a minimum by taking sensible measures to limit your exposure to taxation. We can assess your options to establish the most tax efficient way for you to hold your assets.

Investments of all kinds have an associated risk; whilst it is generally accepted that greater risk may offer higher reward in the long-term, Alexander Bates Campbell aim to eliminate unnecessary risk, preferring to look for appropriate returns for your assets. We also look to avoid unforeseen duplication, another factor that can present risk exposure.