Callum is a talented professional with a proven track record of working within financial services, previously working for Hargreaves Lansdown and Kings Court Trust. His focus is on building long-term relationships by delivering a personal service founded on the fundamentals of integrity and trust. He has spent the last 2 years working closely with Wealth Managers and their clients, specialising in the transfer of intergenerational wealth.
As a Wealth Planning Assistant, Callum will ensure that clients of Pero Wealth Management receive exceptional service. Acting as the first point of contact, he is on hand to respond to day to day client questions and work with our external providers and professionals.
Originally hailing from Derbyshire, Callum has been living in Bristol with his fiancé Charlotte for the last 8 years. He is currently studying towards the Level 4 Diploma in Financial Planning, with the aim of being a qualified Wealth Planner at Pero Wealth Management within the next 18 months.
Outside of work, Callum has a passion for Sport, mainly Football & Boxing. He also enjoys music, travelling and cooking - with the claim that he cooks the best pasta in Bristol, potentially the whole of the South West - it must be the "famous" Derbyshire link to Italy!