Our approach

We know that finance and investments are important but that doesn’t mean they have to be complicated and confusing. Our job is to help you feel good about your future. The only way we can do that is to offer straightforward, expert advice and back it up with exceptional customer service and of course, great performance. There is nothing new in in this approach, we have been doing that for clients since 1994.

Everyone wants to know if their finances will outlive them, but circumstances change from person to person. Income and capital vary; people have different ideas about how much they need for a comfortable retirement. We take time to assess your current financial situation, learn what you’d like to achieve in the future, then establish what steps you must take to get there.

We are happy to explain everything, but we make sure we don’t over complicate anything. A happy client is one that understands exactly how their future financial security is being managed. In our world that’s the least you can expect.

You’ve worked hard for your money, so it’s only right that your money should work hard for you. That’s why we can demonstrate a consistent and proven investment strategy designed to work for everyone.

To be honest, financial planning is not particularly exciting, but helping people achieve their future financial aspirations is far more rewarding. Working with people is what makes our job interesting. That’s why we treat everyone as individuals, understand their needs and aspirations and take the time to deliver an exceptional service.

Although our industry likes to talk technical, our clients prefer that we don’t. We can and will explain everything you want to know but clarity is essential. We look after clients for the long term and so we aim to ensure you know exactly what is happening with your investment strategy and why. You can talk to us at any time about anything and our most basic principle is to advise what we would do in your situation. If that means doing nothing, then we will say so.

Meet the team

An experienced and motivated team of seven work behind the scenes, running the back office, allowing Alex and Richard the time they need to devote to clients, meeting and speaking with them and managing their portfolios.

Alex Campbell
Alex Campbell

Managing Director

Richard Collis
Richard Collis

Financial Advisor

Julie White
Julie White

Office Manager

Alex CampbellRichard CollisJulie White

Our history

Campbell Harrison opened its doors in 1994, and in the many years since, we’ve worked tirelessly to serve clients in an attentive and personal manner. In 2008 the business became a limited company, reflecting persistent growth, Julie White became office manager in 2010, and Richard Collis came on board as a financial adviser in 2011.

Our offices in historical Paradise Square, Sheffield complement our approach to financial planning on behalf of our customers: a trusted financial environment built on solid foundations.

We work hard to reassure all our clients about their current and future finances and the fact that so many of them recommend our services to their family, friends and associates shows we’re doing it right.

1994

Campbell Harrison established as a partnership. Moved into offices at the Old Snuff Mill on Sharrow Lane

2000

Moved into Cloisters Chambers in the Cathedral Quarter.

2008

Became a limited company with Alex Campbell as Managing Director.

2009

Moved into the current offices in Paradise Square.

2010

Julie White having first joined as an administrator in 2001, becomes office manager.

2011

Richard Collis joins as a financial adviser following a career in the insurance company sector.

2019

Following a steady expansion process now a team of 10, including Alex, Richard and Julie plus a back office support team.

Let’s chat

Together, we’ll make your finances work better. Call us on 0114 272 3994

Contact Us