Rachel Campbell Associates

28/05/2025

A note from Primary Financial Solutions and Rachel Campbell Associates to all our lovely clients:
As you know, Primary Financial Solutions and Rachel Campbell Associates merged back in 2021. We have been running both companies alongside each other since that time. Both entities are now trading as 'Primary FS Lifetime Partners'
All of the advisers within Primary Financial Solutions and Rachel Campbell Associates (inclusive of all other trading styles) have been transferred over to Lifetime Wealth Management Ltd, who are appointed representatives of Quilter Financial Planning.
Whilst this is a new arrangement for the company, it will have no impact on your existing policies.
For any future advice needs, the changes will not affect your existing relationship with your adviser. Each adviser, for the time being, will continue to have the same contact information. You may see a change to the company branding and email addresses in due course.
Lifetime Wealth Management Ltd, under the regulatory permissions of Quilter Financial Planning, can continue to provide you with any pension, investment, general insurance, or mortgage products you may need, as per our regulated activities as defined by the FCA. Lifetime Wealth Management Ltd's FCA number is 400358.
Lifetime Wealth Management Ltd is an appointed representative of Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, and Quilter Wealth Ltd (collectively known as Quilter Financial Planning). FCA register numbers are 440703, 440718, and 217742, respectively.
We're still here! You are more than welcome to come and say Hi!
Regards
David, Ian, Suzanne, Stacy, Kim, Claire, Kate, Karen, Indianna & Daisy

14/04/2025

The jumble of colours below – with each colour representing a different type of investment – shows how varied the performance of each asset class has been over the past ten years.

Right now, it can seem like everything is going down. However, by spreading your clients' money across different types of investments, it is possible to avoid exposing their investments to undue risk.

For more information on investing in uncertain times, download Quilters guide now 👉 bit.ly/3urpSgA

*Source: Quilter Investors and Morningstar as at 31/12/24. Total return, percentage growth over each calendar year shown. Each asset class is represented by an appropriate market index.

13/02/2025

09/12/2024

We all know it’s never too early to start planning for retirement. But do you know when your savings or investments will be enough to allow you to retire?

We can help you understand your current pensions and investments and how they can be used in the most efficient way to generate an income for you in your retirement.

Get in touch today.

The value of pensions and investments can fall as well as rise and you can get back less than you invested.

Approved by Quilter Wealth Limited, Quilter Financial Limited, Quilter Financial Services Limited & Quilter Mortgage Planning Limited. January 2024.

02/12/2024

While you're hunting for the best Cyber Monday deals, don't forget the best investment you can make is in your future! 🖤 Let us help you plan your financial journey!
Top Tip: Only buy what you've budgeted for - your future self with thank you! 🥰

25/11/2024

Finding your first mortgage can be a real struggle.

But it doesn’t have to be. We can make the process seamless for you, finding the most suitable option and guiding you through.

Get in touch!

We’re professionals and we understand the market. We have the right tools and have access to exclusive mortgage products.

Contact us today to find the most suitable solution for you.

Your home may be repossessed if you do not keep up repayments of your mortgage.

Approver Quilter Wealth Limited, Quilter Financial Limited, Quilter Financial Services Limited & Quilter Mortgage Planning Limited. Quilter Financial Planning Solutions Limited. September 2024

19/11/2024

It’s always good to be prepared.

Having the right inheritance tax plan in place can ensure you pass on as much wealth as possible to your beneficiaries.

We can help!

Contact Stacy today to find out how we can help you with your inheritance tax planning.

Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Approver Quilter Wealth Limited, Quilter Financial Limited, Quilter Financial Services Limited & Quilter Mortgage Planning Limited. Quilter Financial Planning Solutions Limited. October 2024

11/11/2024

Are you over the age of 55?

Did you know you could be eligible to release equity from your property?

Contact us today to find out if it’s the right option for you.

Equity release, including Lifetime Mortgages and Home Reversion Plans, will reduce the value of your estate and can affect your eligibility for means-tested benefits.

Approver Quilter Wealth Limited, Quilter Financial Limited, Quilter Financial Services Limited & Quilter Mortgage Planning Limited. August 2024

07/11/2024

The bank rate has decreased to 4.75%, this means the interest earned on your savings will go down, on the other hand, your cost of borrowing at a variable rate will also go down.

Contact us today so that we can help you put the right plans in place.

31/10/2024

🎃👻 Happy Halloween! 👻🎃

Happy Halloween! May your night be filled with laughter, lighthearted frights, and just the right amount of sweet treats. 🎉🕷️ Here’s to a day of spooky fun and safe celebrations! It’s a thrill to work with you—not just today but every day. Thank you for being a valued part of our community!

🧡🍂 Happy Halloween from our team to you! 🍬🍁