Susan has specialised in offering expert financial planning since 1991, initially with NatWest Bank, before working with Oddie Dalton Wealth Management, a company that she purchased in March 2008 after working in the Practice for 12 years. Through Oddie Dalton Susan had already been working with St. James's Place Wealth Management since October 2003.
The company became Campbell Cain Wealth Management Ltd in January 2015 when Susan’s husband Andrew joined the firm.
Susan provides an advisery service to her clients on all aspects of personal and business finance as well as lifestyle management.
Andrew has over 30 years of experience in the personal financial advice industry working for some of the most respected names in the industry, including The Prudential Assurance company, for which he was the youngest ever District Agent, NatWest Life, and as National Sales Manager for the largest Appointed Representative of AXA Sun Life.
He was head hunted to join J. Rothschild Assurance, a company which subsequently became St. James’s Place, and worked with them for 15 years in a senior management capacity before taking the opportunity to join his wife Susan in the company she had been running for 11 years.
In doing so, not only has Campbell Cain become a family business, but it has also gained a wealth of experience from Andrew’s high level career in financial services.
Harry joined Campbell Cain in 2019 as an Adviser in training to join his mother, Susan, in the family Practice. Since then has learnt from all parts of the business whilst working towards his Diploma in Regulated Financial Planning and became an Adviser in 2020. Before entering the world of personal finance, Harry studied History at the University of Exeter and worked in education in South Africa. Since returning to the UK he has also embarked on a shadow career in the British Army as a reservist.
Technical support is provided by Samantha, who joined Campbell Cain Wealth Management Ltd in February 2013 after studying Politics at Nottingham Trent University. She has completed her Level 4 Diploma in Regulated Financial Planning. She is responsible for writing and preparing the financial plans, analytical reviews and producing supporting evidence for reviews with clients.
Laura joined Campbell Cain Wealth Management Limited in June 2008. She manages the overall running of the office to ensure the quality of client service standards and compliance requirements. She also arranges appointments and manages Sue’s diary and general office support.