We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

I have read and understand the terms and conditions

Giving clients time and keeping them informed

“I have been a client of Callum’s for several years and have grown to have a great deal of trust in  his judgement. During a recent movement of funds  I was kept fully informed at all stages of the transaction. I was also given time to review the recommendations which had been identified as meeting my investment risk profile. I am very satisfied with the level of professional advice he has provided and would recommend his services.”

 J Tierney   

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