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
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
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.