Welcome to Campbell Dallas Financial Services Limited which trades under the brand name of CDFS and operates from offices in Bearsden, Edinburgh and Perth.

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.