Callum Smith
12/12/2023
Callum joined Vintage in 2021, he is an authorised Independent Financial Adviser & is a Fellow of the Personal Finance Society. Callum primarily works with individuals and companies and takes pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Callum has worked with High Net Worth and Ultra High Net Worth individuals developing highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.
RECENT POSTS
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Business protection: Covering yourself against more hidden risks05/09/2024
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Scam savvy: Protecting yourself against investment fraud07/08/2024
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Mortgage outlook: Evaluating the impact of falling inflation09/07/2024
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Early access: Considerations for taking your pension prior to retirement20/06/2024
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From vulnerable to knowledgeable: Managing your wealth from an empowered position30/05/2024