Thomson McCallum

A Foundation of Experience and Expertise

Thomson McCallum Ltd is a trusted financial planning firm established on the principles of meticulous advice, individual attention, and lasting client relationships. With over 35 years of experience within the Financial Services industry, our dedicated team of professionals has guided individuals and businesses towards secure and fulfilling financial futures.

Who We Are

Led by Stuart McCallum, a seasoned financial planner with over three decades of expertise, we offer a comprehensive range of services encompassing every aspect of your financial life. Our team includes experienced advisors and dedicated administrative personnel, ensuring you receive personalized guidance and seamless service every step of the way.

Personal & Family Protection

• Identify and mitigate potential risks to your family's financial security.
• Review and optimize your insurance coverage to ensure adequate protection against unforeseen circumstances.

Business Protection

• Develop robust business continuity plans to safeguard your company from financial risks and ensure continuity.
• Advise on risk mitigation strategies, including key person insurance and business interruption plans.

Auto Enrolment

• Simplify the process of enrolling employees in workplace pension schemes and ensuring compliance with regulatory requirements.

Investments

• Develop and implement a tailored investment strategy aligned with your individual goals and risk tolerance.
• Guide you through the process of portfolio selection and ongoing monitoring and review.

General Insurance

• Obtain tailored insurance solutions to safeguard your assets and mitigate potential financial losses.

Inheritance & Wealth Management

• Develop a comprehensive estate planning strategy to ensure the efficient transfer of wealth to your beneficiaries.
• Provide guidance on wealth management and preservation strategies.

Retirement Planning

• Optimize your pension plans and savings strategies to achieve your financial goals in retirement.
• Develop a clear and sustainable withdrawal strategy to ensure a comfortable and secure retirement.

Our Approach

At Thomson McCallum Ltd, we believe in building long-term relationships with our clients. We take the time to understand your individual needs, goals, and aspirations before developing a personalized plan tailored to your unique circumstances. Our approach is based on:

• Transparency: We believe in open communication and clear explanations about your financial situation and the proposed solutions.
• Collaboration: We actively involve you in the planning process and empower you to make informed financial decisions.
• Accessibility: We are committed to providing ongoing support and guidance, ensuring your financial plan remains relevant and effective over time.