Helping you to achieve your financial goals.

Financial Planning. Identifying and achieving your financial goals

Our financial planning company, Callan Financial Services, was formed to provide advice to company directors, professional and business people. We aim to help our clients identify their financial goals and then set out a plan for achieving them.

“Callan Accountancy are a great company. All questions answered very professionally even the small questions, which means I don’t feel embarrassed and this forms an excellent working relationship.”

Alastair Mason, Jam Sounds Limited, Glasgow.

Our principal consultant, Mark Brown, is an experienced Independent Financial Adviser and is well qualified to answer the questions which pop into people’s minds at various periods from time to time.

Being Independent Financial Advisors means that unlike banks and building societies we are free to choose the best financial products for you from the whole of the financial marketplace, giving you a far wider choice of products and a far better chance of finding a product that’s exactly right for your individual circumstances.

We are completely impartial and pride ourselves on the quality of advice and the excellent customer service we give our clients. We provide advice covering all areas of financial planning from mortgages to investments and from insurance to pension advice.

We work with both individuals and companies on all aspects of financial planning. We believe in forming lasting relationships with our clients as we get to fully understand their individual requirements.

1. Where am I financially?
2. What may I hope for?
3. Is my retirement secure?
4. Can I reduce my exposure to Inheritance Tax?
5. What, if anything, should I be doing now?
6. What if something happens to me?

The first meeting is always free of charge and clients are at liberty to choose whatever method of paying for our work (fees or commission) suits them best.

If you would like to take advantage of this free consultation, contact Mark Brown at 0141 243 2870.

The way we work, works. Are you ready to find out more?

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