0330 038 8938
Based in Maybole
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FCA Regulated
Callum and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Callum and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Callum has not received any client reviews in the past 12 months
Callum has not received any reviews in the last 12 months
Callum has not received any client reviews in the past 12 months
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 January 2025
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.
2
Qualifications Uploaded
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates 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 Regulated
Callum and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Callum and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Callum has not received any client reviews in the past 12 months
Callum has not received any reviews in the last 12 months
Callum has not received any client reviews in the past 12 months
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 January 2025
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.
2
Qualifications Uploaded
Callum has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates 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
Hi I am Callum Yorke, Chartered Financial Planner with Goldstone Wealth Management, and have around 35 years of experience working in financial services, after starting with Clydesdale Bank in 1987. I have provided financial advice to clients for around 25 years. I build long term relationships with my clients and help them plan, review and achieve their financial goals. I see myself as a clients coach, adviser, mentor and project manager and I am fully committed to delivering a high value, personal, professional and quality service. By being an independent financial advice firm I can select what I feel is the best and most suitable product from the whole of the market to help meet my client’s needs.
Offers available through VouchedFor
Contact Callum through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
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