Campbell & McConnachie | Financial Planners Invest for Growth, Defying the Pandemic
2 July 2021 • Laura Masling
https://www.campbell-mcconnach...
Two of Moray’s leading independent financial planning firms have merged following the retirement of financial adviser, Willie Watson.
Elgin firm, Watson & Campbell, have joined forces with Lossiemouth’s Campbell & McConnachie Ltd, following the retirement of director, Wille Watson, after more than 40 years in the business.
Watson and Campbell formed in 2000, when financial adviser Willie Watson invited Scott Campbell to partner with him. Together they developed a loyal client base across Moray and the Highlands. Earlier this year, when Willie announced he was stepping down, Scott accepted the invitation to merge the business with long term associates, Campbell & McConnachie.
Scott said “Willie and I have enjoyed a long and successful partnership at our North Guildry Street offices. When considering my options for moving the business forward, Campbell & McConnachie were the perfect choice. They’re a forward-thinking company and the staff have been terrific, I’m very impressed. Our current clients have been informed and can expect a seamless service as we transition to the new team.”
Campbell & McConnachie Director, Ross Davidson said “We’ve known Willie and Scott for many years. Watson and Campbell are well-respected in the profession and share similar values to ourselves. With Willie retiring, it felt like a natural fit for Scott to join us.”
Both firms have experienced a surge in business over the last year, as people review their long-term financial plans due to the pressures of the pandemic. More recently, the acceleration of the housing market has meant a considerable increase in mortgage applications.
Watson & Campbell have closed their Elgin office. Scott Campbell is now based at the Shore Street premises, serving clients both virtually and face to face where necessary, trading as Campbell & McConnachie Ltd.
In further news, financial planners, Euan Lock and Jenny McKay, have cemented their longstanding commitment to Campbell & McConnachie by becoming shareholders in the firm.
“Jenny has been with us since 2005, and Euan since 2013,” said Director, David McConachie.
“Each of them has shown outstanding dedication to their roles, with years of hard work, study and professional exams, advancing towards the highest level of excellence in the field of financial planning.
“We support all our staff with their career development goals, and I’m proud and delighted to welcome Euan and Jenny onto the management team as shareholders.”
Campbell & McConnachie are a firm of chartered financial planners, offering mortgages, investments, and retirement planning services to clients in Moray, Scotland and beyond.