About

Stuart 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. In 2010, he became a founder member of the Caerus Capital Group (now Quilter Financial Ltd) He has racked up 35 years of experience in financial planning! With a move to Lyncombe Consultants Ltd in July 2022, 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.

E-mail: stuart@thomsonmccallum.co.uk
Phone: 07768577677

Martin O'Neill

Beginning at London firm City Financial Partners, Martin has been advising clients for 25 years and is a member of the CII. 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.

E-mail: martin@thomsonmccallum.co.uk
Phone: 07976569787

Thomas Coats

Tom joined Thomson McCallum Ltd in 2012 with over 28 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.

E-mail: tomcoats@thomsonmccallum.co.uk
Phone: 07542709158

Stanley 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 us over generations because of this and he has worked closely with these clients to create lasting relationships. Stanley continues to provide outstanding services to all his clients in his role as Paraplanner.

E-mail: stanley@thomsonmccallum.co.uk
Phone: 07710761933

Karen Hepworth

Karen is the head of our Mortgage Administration. She has been working with the company for 19 years with a background in banking, having worked with Clydesdale Bank for four years.

E-mail: karen@thomsonmccallum.co.uk

Michelle Currie

Michelle is our Practice Administrator and has been working with the company for 16 years. Prior to joining Thomson McCallum Ltd, she held roles in both administration and accounts.

E-mail: michelle@thomsonmccallum.co.uk

Gabriele McCallum

Gabriele is the Director and Practice Manager for Thomson McCallum Ltd and has been with the company for nearly 18 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.

E-mail: gabi@thomsonmccallum.co.uk

Rory McCallum

Rory joined us as a Paraplanner this year having recently graduated from Heriot Watt with a 2:1 Honours Degree. He is currently working towards his Financial Planning Diploma.