Callum Young DipPFS
Independent Financial Adviser
About me
As an Independent Financial Adviser, I help individuals, families, and business owners gain clarity and confidence in their financial decisions. Whether you are preparing for retirement, looking to grow your wealth, protecting your family, or planning how best to pass on your assets, my role is to provide clear, tailored advice built around what matters most to you.
I support my clients across all areas of financial planning, including (but not limited to):
• Retirement planning
• Tax-efficient investing
• Protection planning
• Cashflow modelling
• Inheritance and legacy planning
• Long term care planning
Your circumstances will change over time, and your financial plan should evolve with you. I provide personalised advice that adapts as your needs and goals develop, with a strong focus on long-term planning. Above all, I aim to build lasting relationships based on trust, transparency, and a genuine understanding of your priorities.
When I’m not supporting my clients, you’ll usually find me enjoying long country walks with my family, watching football, playing tennis, or out on the golf course, often searching for a wayward ball in the trees.
Location
West Sussex