Originally from Leicester, but now based in London, Callum joined Mattioli Woods in 2019 via the graduate programme. This allowed him to gain further knowledge on the financial services industry while developing his client relationship skills.
Callum’s experience has given him a breadth of knowledge in the key areas of financial planning, and he uses this with clients to help them gain a better understanding of their current financial position before working with them to formulate a plan to prioritise and meet their financial objectives.
As well as holding the (CII) Diploma in Financial Planning, Callum is currently working towards becoming a Chartered adviser.
Outside of work, Callum thoroughly enjoys watching and playing all sports, having played football at a high level, continuing to play socially and through work. He spends the majority of his weekends playing golf and is a member of Wimbledon Common Golf Club.
