Callum Fpfs Email & Phone Number
Director, Financial Planning @ Evelyn Partners
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Callum Fpfs Location
- England, United Kingdom
Callum Fpfs Work
- Director, Financial Planning @ (June 2026 - Present)
- Associate Director - Financial Planning @ (April 2025 - July 2026)
- Financial Planner @ (July 2023 - April 2025)
- Personal Wealth Adviser @ (March 2022 - July 2023)
- Independent Financial Planner and Pension Transfer Specialist @ (December 2020 - February 2022)
- Financial Planner and Pension Transfer Specialist @ (March 2020 - November 2020)
- Financial Planner @ (April 2019 - November 2020)
- Wealth Manager @ (December 2018 - March 2019)
- Trainee Wealth Manager @ (May 2018 - December 2018)
- Trainee Financial Planner @ (September 2017 - May 2018)
- Product Specialist @ (January 2017 - September 2017)
- Soldier @ (May 2010 - January 2017)
Callum Fpfs Education
- Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2017-2021 - Chartered Insurance Institute
Award in Long Term Care Insurance (Financial Planning and Services)
2019-2019 - Chartered Insurance Institute
Certificate in Mortgage Advice (Financial Planning and Services)
2019-2019 - Chartered Insurance Institute
Certificate in Equity Release (Financial Planning and Services)
2019-2019 - Chartered Insurance Institute
CertPFS (DM) (Discretionary Investment Mangement)
2018-2018 - Chartered Insurance Institute
CertPFS (Securities) (Investments and Securities)
2018-2018 - Chartered Insurance Institute
Certificate in Pension Transfer Advice (Financial Planning and Services)
2018-2018 - Chartered Insurance Institute
Level 4 Diploma (Regulated Financial Planning)
2017-2018 - University of Westminster
Pashto MLA (Indo-Iranian Languages)
2011-2012 - Wollaston School 1999-2005
Callum Fpfs Summary
- Callum Fpfs, based in England, United Kingdom, is currently a Director, Financial Planning at Evelyn Partners. Callum Fpfs brings experience from previous roles at Evelyn Partners, Schroders Personal Wealth and Simpson Financial Services Limited. Callum Fpfs holds a 2017 - 2021 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. Callum Fpfs has 1 emails and 1 mobile phone numbers on RocketReach.
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Callum Fpfs
Director, Financial Planning
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