He has over 9 years of experience in the Financial Services industry, having progressed from Administrator to Paraplanner and now Financial Planner. Calum holds the Level 4 Diploma for Financial Advisers (DipFA), awarded by the London Institute of Banking and Finance.
Calum takes a holistic, personal and friendly approach to financial planning, focusing on building strong, relationship‑driven connections with clients. He enjoys working closely with people to deliver advice that feels supportive, clear and tailored to their individual circumstances.
Outside of work, Calum enjoys watching sport and films, as well as socialising with friends and family. Before entering Financial Services, he studied Law and Politics in Bristol, with ambitions of one day going into parliament. One of the top items on his bucket list is visiting Peru to see Machu Picchu, ideally on a sunny day.
