Callum Tindall

Callum Tindall

Castlegate Financial Management Limited

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Melton-Mowbray
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Top Rated 2026
Verified since: August, 2024
4.8 out of 5

27 reviews

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  • FCA status: Certified by Firm

    Last checked: 17 January 2026

    Callum is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Callum's status

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Callum has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 December 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.

  • 1

    Qualifications Uploaded

    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

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I build, monitor and maintain clients financial plans, providing peace of mind and helping them to take control of their financial future. My approach to long-term planning has a key focus on retirement planning, tax planning and inheritance tax planning, helping to ensure my clients build and preserve their financial future. I also specialise in responsible investing, supporting my clients to make informed decisions whilst ensuring they align their financial planning with their values. Cashflow forecasting plays a key role in my approach, helping clients understand what their future could look like and how their choices today can shape the years ahead. From planning your retirement and passing on wealth tax-efficiently, to protecting your family and investing with purpose, I will guide you through your options and build a plan that gives you clarity and peace of mind. If you are unsure whether you are doing the right things with your money, I can help you find the answers.