Thomson McCallum

At Thomson McCallum Ltd, we take pride in our heritage of providing exceptional financial planning services to individuals and businesses for over 35 years. Our team of experienced professionals, led by our Director, Stuart McCallum, has a deep understanding of the ever-changing financial landscape and is dedicated to delivering tailored solutions to meet the unique needs of our clients.

Our Team

With a combined experience of over 100 years in the financial services industry, our team comprises Stuart McCallum, Martin O'Neill, Tom Coats, Stanley Jacobson, and Gabriele McCallum. Each of our team members brings their unique expertise and approach to ensure that our clients receive the highest level of service. From personal and family protection to retirement planning, we offer a comprehensive range of services designed to cater to the diverse needs of our clients.

Services

Our services are designed to provide our clients with peace of mind and financial security. Whether you are an individual or a business, we can help you achieve your financial goals through our extensive range of services, including:

• Auto Enrolment: We provide expert advice on auto-enrolment for employers and employees, ensuring compliance with the latest regulations.
• Business Protection: Our team helps business owners protect their interests by providing tailored insurance solutions for their employees and assets.
• General Insurance: We offer a range of general insurance services, including life insurance, critical illness cover, and income protection.
• Inheritance and Wealth Management: Our experienced team provides expert guidance on inheritance tax planning, wealth management, and estate planning.
• Investments: We help individuals and businesses achieve their long-term financial goals through our investment solutions.
• Mortgages: Our mortgage experts provide personalized advice on mortgage options, including residential, commercial, and buy-to-let mortgages.
• Personal and Family Protection: We provide advice on personal and family protection, including life insurance, critical illness cover, and income protection.
• Retirement Planning: Our team helps individuals and businesses plan for their retirement, ensuring a secure financial future.

At Thomson McCallum Ltd, we are committed to providing a personalized and professional service that meets the unique needs of our clients. Whether you are an individual, a business, or a corporate client, we are dedicated to helping you achieve your financial goals.