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May 2011 - Do You Act as a Trustee
If so, you should be aware that Trustees have always been subject to a general duty to ensure that they act with the best interests of the beneficiaries in mind at all times Read more
3.8.10 - Preparing for 2012 - Nest
workplace pension schemes
income of retirees for longer with less investment.
National Employment Savings Trust (NEST) Read more
5.7.10 Start Early for Greater Rewards
The money saved between the ages of 25 and 35 could account for half of your overall amount when you reach 65. Read more
Welcome to Campbell Dallas Financial Services Limited which trades under the brand name of CDFS and operates from offices in Bearsden, Edinburgh, Perth and Stornoway.
At CDFS our highly qualified, experienced, professional advisers give expert advice to help you make the right financial decisions.
Established in 1999, the services that CDFS provides covers:-
- Pension Planning & Retirement Solutions
- Wealth Protection – Life Assurance/Income Protection
- Wealth Management – Investments
- Tax Planning
- Healthcare
- Mortgages
Corporate Financial Planning:-
- Pensions Schemes
- Death-in-Service
- Critical Illness
- Income Protection
- Healthcare
- Partnership/Shareholder protection
- Key Person cover
Through our affiliate membership of Succession Advisory Services Limited we have access to leading edge technology, extensive research capability and the benefits of collective buying power enabling costs to be kept to a minimum. Through this we have successfully created a platform that enables our clients to source wealth management services, executive benefit solutions and investment opportunities from an array of providers.
Our core belief is that it is our responsibility to look after our clients financial needs through establishing and maintaining close personal and regular contact. This means that in addition to regular meetings we are always available via phone or email to answer any enquiries you may have thereby providing peace of mind through a first class service experience that our clients expect and deserve.
This website is designed to guide you round our specialist services.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Your Home may be repossessed if you do not keep up repayments on your mortgage.
In relation to mortgages, an initial fee of £150 will be charged. Depending on your circumstances this fee may be subsequently offset by Procuration / Lender fees or fees received from other protection insurance.
