Ian Campbell
Ian D Campbell Independent Financial Services Ltd
Minimum savings/pensions: Over £100,000
0330 038 8938
Based in Pontypridd
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Ian has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Ian has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I joined the Vision team almost seven years ago with some 27 years experience in the financial services sector, the previous 16 years being with HSBC. During that time I have specialised in creating tax efficient investment portfolios, pre and post retirement planning and inheritance tax planning. I have full Chartered status. Being an Independent Financial Adviser, I am able to offer ‘whole of market’ advice for my clients, in delivering the solutions they require for their personal, family and business needs. I am a firm believer in building long-term relationships with my client, built around honesty, trust and service. I care about my clients, their families and their financial needs and aspirations. By taking time to fully understand my clients’ priorities, needs and objectives, I aim to provide them with personalised bespoke propositions, coupled with a high level of reliable service. An important aspect of this service, being regular face to face client reviews.
Offers available through VouchedFor
Contact Ian through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ian's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
“Ian D Campbell Independent Financial Services Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.”