0330 038 8939
Based in Loughborough
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FCA status: Certified by Firm
Callum is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Callum's status
Last checked: 17 April 2025
Callum is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Callum's status
7
Recent Client Reviews
Callum has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Callum has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Callum has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Callum has provided information on their typical fees
Callum has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Callum is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Callum's status
Last checked: 17 April 2025
Callum is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Callum's status
7
Recent Client Reviews
Callum has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Callum has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Callum has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Callum has provided information on their typical fees
Callum has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been working in Financial Services since 2017 and have a wealth of experience within the sector. My passion is to help simplify the complexities of the financial world and help client outline, plan and achieve their goals. Fundamentally, I seek to inform you of your options and provide peace of mind through planning, management and ongoing monitoring of your situation and address any beneficial changes. I cover a variety of Retirement, Investment, Taxation and Insurance areas to provide holistic long-term financial planning to my clients. Whether you need assistance with your Retirement Plan, Considering Responsible, Sustainable or Ethical Investing, Investment and Inheritance Advice, Inheritance Tax Planning or Financial Protection, I am able to help guide you on your options and implement a plan to meet your aims.
£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 Callum's clients
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