David McCallum
David, a Fellow of the PFS, has worked in the Financial Services industry for over 32 years, over 25 of these working with many of the same clients, 12 years working in Harlands Financial Planning as an Independent Financial Adviser, prior to the becoming a Partner Practice of St. James's Place in 2012.
About
David is a Chartered Financial Planner; this is the industry ‘Gold’ standard for advisers and confirms his commitment to providing the best quality advice to his clients. In addition to this, David is a Fellow of the Personal Finance Society (FPFS), this is the pinnacle qualification available in the UK for financial advisers.
David specialises in strategic retirement planning, investment planning and tax mitigation. He has extensive experience and understanding of business planning and development over the many years he has advised corporate clients.
HWM Financial Management and David specialise in providing face to face advice to both new and long-term clients and intergenerational dealing assists in a smooth transition of wealth and no unwelcome surprises.
David has vast experience in working with his client’s other professional advisers including Accountants and Solicitors.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
