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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Probate and IHT: Helping families avoid the financial trap11/04/2024
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Budget 2024: Summary of key points19/03/2024
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Questions to consider about pensions and inheritance27/02/2024
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Overcoming retirement anxiety: Facing your financial future with confidence06/02/2024
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Sticking to your financial resolutions for 202409/01/2024