Callum Young
Financial Planning Consultant DipPFS in Horsham
A little bit about Callum
I have over 5 years of experience within financial services. As a qualified and registered Financial Planning Consultant, my goal is to help individuals and business owners secure their financial futures. I specialise in retirement planning, investment management, financial protection, and estate planning. By taking the time to understand what truly matters to you, I develop bespoke financial strategies that align with your aspirations, whether that’s securing a comfortable retirement, growing your wealth, or protecting what matters most. My approach is comprehensive, considering your unique circumstances, risk appetite, and long-term objectives to build a robust financial plan. I provide ongoing support and regular reviews, ensuring your plan remains flexible and adapts to life’s changes.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Callum's location
Horsham
West Sussex
United Kingdom
Callum lives in Horsham and splits his time advising clients locally, as well as in the Senator House office in the City of London. Callum offers expert financial advice to suit your needs.
More about me
I provide clear, professional guidance to help you navigate financial decisions with confidence. As a committed member of the Personal Finance Society, I stay up to date with industry developments to ensure my advice remains relevant and effective. My goal is to empower you with the knowledge and assurance needed to make informed choices and achieve lasting financial security.
When I’m not helping my clients, you’ll find me on the golf course (most likely searching for my ball in the trees), enjoying long country walks with my family, or watching sports with friends.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.