Calum Lockhart

I hold Chartered status with the London Institute of Banking and Finance (LIBF), so you can be assured that I am highly qualified, experienced, and committed to the highest professional and ethical standards.

I offer advice in all areas of wealth planning and financial advice from complex pension transfers and estate planning to ISA’s and personal investments.

As a Chartered independent financial adviser my aim is to build long term relationships with my clients to help them minimise tax, maximise their wealth and protect against risk.