Stuart McCallumStuart McCallum

Our Director, Stuart McCallum, received his BA in Accounting in September 1986 and worked within a large accountancy company for the next two years. He moved into Financial Services in April 1988 and has since spent long periods as both a sole trader with Allied Dunbar and as a partner in the Zurich Advice Network which subsequently became Openwork. He has racked up a quarter of a century of experience in financial planning! As a founder member of the Caerus Capital Group in 2010, Stuart aims to provide a personal, flexible financial planning and wealth management service to all clients, whether private or corporate and regardless of their individual financial planning needs or experience.

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t: 07768577677

Martin O'Neill
Martin O'Neill

Beginning at London firm City Financial Partners, Martin has been advising clients for 17 years and is a member of both the CII and the IFS. His principal area of expertise includes strategic financial planning for business owners, in particular agricultural business owners where he ensures that suitable protection is in place for liabilities and that all investments and retirement plans achieve the best possible returns. He has a jargon free approach to corporate financial planning, ensuring owners have a clear exit strategy and succession plan for their business. Martin also provides expert tailored financial advice to private clients, here and internationally.

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t: 07976569787

Thomas CoatsThomas Coats

Tom joined Thomson McCallum Ltd in 2012 with over 20 years’ experience in Financial Services. After leaving the Forces, he moved on to enhance his career within Bradford and Bingley as an IFA. Tom also spent 10 years with RBS gaining a wealth of experience by advising the bank clients within the personal and business areas on protection, pensions and investment planning.

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t: 07542709158

Stanley JacobsonStanley Jacobson

Stanley entered into Financial Services in 1992 initially with Save and Prosper and then with Allied Dunbar which became Zurich Advice Network and subsequently Openwork.  Many of Stanley's clients have been with him over generations because of this and he has worked closely with these clients to create lasting relationships. In 2011, Stanley moved to the Caerus Capital Group along with Stuart and continues to provide outstanding services to all his clients in his role as Paraplanner.

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t: 07710761933

Gabriele McCallumGabriele McCallum

Gabriele is the Practice Manager for Thomson McCallum Ltd and has been with the company for nearly 10 years. With a solid background in both commercial and customer account management and customer services, her skills have been put to good use in managing our busy practice.

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Michelle CurrieMichelle Currie

Michelle is our Practice Administrator and has been working with the company for eight years. Prior to joining Thomson McCallum Ltd, she held roles in both administration and accounts.

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Karen HepworthKaren Hepworth

Karen is the head of our Mortgage Administration. She has been working with the company for eleven years with a background in banking, having worked with Clydesdale Bank for four years.

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Thomson McCallum Ltd, registered in Scotland No 382004, at Lower Ground Floor, 1 Woodside Place, Glasgow, G3 7QF is an Appointed Representative of Quilter Financial Ltd which is authorised and regulated by the Financial Conduct Authority, FCA number 497604.  Quilter Financial Ltd is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.

 

The information contained within this website is subject to UK financial regulations and is targeted at customers in the UK.