On 28 April 2025, the Financial Services Compensation Scheme (FSCS) confirmed it is accepting claims against Campbell & Associates Independent Financial Advice Ltd (Campbell & Associates).
Campbell & Associates (FRN: 602550) is a small financial adviser firm with a sole director (Mrs Lisa Campbell) who is also holder of the senior management functions. Campbell & Associates is authorised and regulated by the FCA and has a range of permissions which include:
- Advising and arranging mortgages and home finance.
- Arranging deals in investments.
- Making arrangements.
- Advising on pension transfers and pension opt outs.
- Advising on peer-to-peer agreements.
On 9 February 2023, we placed restrictions[1] on Campbell & Associates, stopping it from carrying out any regulated activities and preventing it from reducing the value of assets it holds without the consent of the FCA, due to concerns about the way it conducted its business.
On 3 April 2023, due to further concerns, we imposed a number of conditions[2] that prevented Mrs Campbell from performing any activity for which she has approval, without our written consent.
On 10 February 2025, we charged Mrs Campbell with multiple criminal offences, including fraud by abuse of position and providing false or misleading information to the FCA to conceal her wrongdoing.
On 28 April 2025, the FSCS confirmed that it is investigating the firm to see if any claims meet the qualifying conditions for compensation and has opened its online claims service. This means customers can make a claim with the FSCS.
Who to contact if you are/were a customer
Customers of Campbell & Associates should contact the FSCS if you wish to make a claim.
Helpline: 0800 678 1100
Website: Campbell & Associates – check you can claim | FSCS[3]
What should investors do now?
Be alert to scams
All customers should stay alert to the possibility of fraud.
If you get an unexpected call from someone claiming to be from Campbell & Associates, you should end the call straight away.