Colin McCallum

Colin McCallum

Heritable Ltd

Minimum savings/pensions: Any amount

Unavailable for contact through VouchedFor

Based in Edinburgh
View location


4.9 out of 5

2 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Colin set up Heritable in 2001 after leaving National Australia Group. Whilst with the Bank he carried out a wide range of roles including Head of Strategy and Planning (Clydesdale Bank), Divisional Manager Retail and Head of Third Party Distribution (Clydesdale & Yorkshire Banks). Prior to a career within banking, Colin was a management consultant with Coopers & Lybrand based in the firm’s London offices. Colin has extensive experience of leadership, planning, project management but above all he has well honed people relationship skills. All of which he brings to bear on his dealings with clients such that he is comfortable with complex situations and advising clients who often work under various demanding pressures. Colin specialises in Wealth Management and Financial Planning including Estate Planning.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Colin's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Colin

Are you a client of Colin? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.