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. Mark is qualified to answer any questions you have on any financial matter.

Banks and building societies only offer their own range of financial products. Independent Financial Advisors give you a far wider choice of products. We are free to choose the best financial products for you from the whole of the marketplace. We have a far better chance of finding one that’s exactly right for you.

Independent Financial Advisors

We are completely impartial. We pride ourselves on the quality of advice and our excellent customer service. We provide advice covering all areas of financial planning. We offer mortgages, loans, insurance as well as investment and pension advice.

We work with both individuals and companies on all aspects of financial planning. We tend to form lasting relationships with our clients over many years.

Questions we can help you find answers to:
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. Our 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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