Stephen Mccallum's Location
Belfast, GB
Stephen Mccallum's Work
- Senior Private Client Consultant @ Kerr Henderson
- Commitee Member @ Personal Finance Society
- Financial Planning Director @ Investec
- Wealth Manager @ Davy
- Private Client Consultant @ Kerr Henderson
- Financial Consultant @ Wesleyan
- Client Review Manager @ McAuley Financial
- Financial Planning Adviser @ Santander Consumer (UK) plc
Stephen Mccallum's Education
- The Chartered Institute for Securities & Investment (The CISI)
L6 Certificate in Advanced Financial Planning (Financial Planning)
2021 - 2021 - Chartered Insurance Institute
Advanced Diploma in Financial Planning (APFS) (Financial Planning)
2012 - 2016 - Chartered Institute for Securities and Investment
Private Client Investment Advice & Management (PCIAM)
2016 - 2016
- Chartered Insurance Institute
Certificate in Securities Advice & Dealing (CertPFS Securities)
2016 - 2016 - CFA Society UK
Investment Management Certificate (IMC)
2015 - 2015 - Chartered Insurance Institute
Certificate in Discretionary Investment Management (CertPFS DM)
2013 - 2013 - Chartered Insurance Institute
Certificate in Equity Release (Cert CII ER)
2013 - 2013 - Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS)
2011 - 2012 - Chartered Insurance Institute
Certificate in Mortgage Practice (Cert CII MP)
2009 - 2010 - Institute for Financial Services (IFS)
Cert. for Financial Advisers (CeFA)
2006 - 2007
Stephen Mccallum's Skills
- Client Services
- Client Retention
- Financial Planning
- Financial Analysis
- Investments
- Investment Products
- Personal Tax Planning
- Residential Mortgages
- Personal Pensions
- Strategic Financial Planning
Stephen Mccallum's Summary
Stephen McCallum, based in Belfast, GB, is currently a Senior Private Client Consultant at Kerr Henderson, bringing experience from previous roles at Personal Finance Society, Investec Wealth & Investment UK, Davy and Kerr Henderson. Stephen McCallum holds a 2021 - 2021 L6 Certificate in Advanced Financial Planning in Financial Planning @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Client Services, Client Retention, Financial Planning, Financial Analysis, Investments and more, Stephen McCallum contributes valuable insights to the industry. Stephen McCallum has 3 emails on RocketReach.
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