Wealth Management from Callan Financial

Callan offer wealth management expertise that’s tailored to your exact requirements.

Intelligent wealth management for long-term investors

Callan Financial offer help and advice to a wide range of clients, managing their portfolios, helping them maximise their income and enjoy a more prosperous financial future.

Our mission is to build responsible and rewarding partnerships with our clients and exceed their expectations for service and investment performance.

We can advise you on how to get the best return on your investments. We can also help arrange your tax affairs so that you take advantage of all options that are available to you while remaining 100% in compliance with all UK tax laws.

Our expert team at Callan Financial in Glasgow take time to listen to you and understand your values and your goals. We work with you with advice on a range of services such as investment management and financial planning. Together we can set objectives and work out ways to meet or exceed them.

Investment Management
Working with Callan Financial you will have a dedicated specialist who will build an investment portfolio that’s based on your attitude to risk, the types of investment you prefer (and the types you don’t). By establishing your attitude to investment risk and other factors we can establish clear goals for what you want and expect to achieve, how to balance risk and return and to set clear goals for the rewards that you can expect to receive.

We can establish a range of investment portfolios which we manage for you, continually monitoring performance and making changes in line with our previously established guidelines. 

We want your money to work hard for you. We rely on our knowledge, constantly analysing market trends and developments, risks and market performance, on your behalf. We work out what markets will perform best for your type of investment. Our expertise allows us to guide you to make correct decisions at the right time.

Financial Planning
As well as investment management Callan also offer a first-class Financial Planning service. Our independent financial advisors will work with you to establish a clear path to financial security for you and your family, offering competitive mortgages and insurances as well as pension and financial planning advice.

Inheritance Tax and Estate Planning
We have the specialist knowledge and experience in this area to ensure that you get the best possible service and total peace of mind.

We are highly experienced in the setting up of complex trusts and dealing with all tax liabilities, documentation and legal requirements.

Get in touch

To find out more why not give Mark a call on 0141 204 0930 or email him at anytime.

We can help. Why not get in touch?

Want to find out more? Call us on 0141 204 0930 during office hours or fill in the form below and we’ll get right back to you. Thanks.

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