Business Details
16 Years
experience
Your Trusted Financial Advisers in Glasgow
Thomson McCallum has built a reputation for delivering expert financial advice with integrity and professionalism. With over 35 years of combined experience, our team specialises in pensions, investments, protection, and mortgage solutions tailored to individual and corporate clients. Based in Glasgow City Centre, we prioritise long-term client relationships through transparent, jargon-free guidance aligned with evolving financial goals. Our advisers hold memberships with industry bodies like the CII and operate under FCA regulation, ensuring compliance with rigorous standards. We provide comprehensive financial planning services, including retirement strategies, business protection, and wealth management, supported by a dedicated administrative team.Our approach combines technical expertise with a commitment to understanding each client's unique circumstances, ensuring solutions that meet both immediate needs and future aspirations. We maintain partnerships with leading financial institutions to offer competitive products while adhering to strict ethical guidelines. Client satisfaction is evidenced by our multi-generational client base and ongoing referrals, reflecting our dedication to excellence in financial advisory services.
Services
Financial Planning
Pensions Advice
Mortgage Services
Investment Management
Business Protection
Retirement Planning
Wealth Management
Protection Insurance
Auto Enrolment Schemes
General Insurance
Details
- Year established: 2010
Highlights and features
- We have over 35 years of combined experience in financial planning and advisory services.
- Our team includes CII-qualified advisers with expertise in corporate and personal financial strategies.
- We operate under FCA regulation, ensuring compliance with industry standards and client protection.
- We provide jargon-free financial advice tailored to individual client circumstances and goals.
- Our multi-generational client relationships demonstrate consistent delivery of reliable financial solutions.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial guidance
Long-term relationships
Jargon-free explanations
Tailored solutions
Professional team
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual and corporate client needs. We assess current financial positions, future goals, and risk profiles to develop actionable plans covering investments, pensions, and tax-efficient solutions. With ongoing reviews, we ensure clients remain on track to achieve their financial objectives while adapting to life changes.
Pensions Advice
We provide expert guidance on all pension types including personal, stakeholder, and self-invested schemes. Our advisers help clients maximise retirement savings, navigate pension transfers, and implement drawdown strategies. We specialise in explaining complex pension options clearly, ensuring informed decisions about future income streams and tax implications.
Mortgage Services
Our mortgage advisory service covers residential, buy-to-let, and commercial mortgages through a wide panel of lenders. We assess clients' financial situations to recommend suitable mortgage products, handling applications from initial consultation to completion. We also provide remortgaging advice to help clients secure better rates or release equity.
Investment Management
We offer investment solutions tailored to clients' risk tolerance and financial goals, including ISAs, offshore bonds, and structured products. Our approach focuses on diversification and long-term growth while maintaining transparency about market risks. Regular portfolio reviews ensure investments remain aligned with changing personal circumstances and market conditions.
Business Protection
Our business protection services safeguard companies against financial risks from key person loss, partnership changes, or critical illness. We design tailored insurance solutions including shareholder protection, income replacement, and liability coverage. These plans help maintain business continuity and protect against potential financial collapse during unexpected events.
People
Stuart McCallum
Director
Stuart has 35 years' experience in financial services, previously working with Zurich Advice Network and Quilter Financial Ltd. He holds a BA in Accounting and specialises in personal and corporate financial planning, wealth management, and retirement strategies.
Martin O'Neill
Financial Adviser
Martin specialises in strategic financial planning for business owners, particularly in agriculture. With 25 years' experience and CII membership, he focuses on protection strategies, investment planning, and succession planning to ensure business continuity and optimal financial outcomes.
Thomas Coats
Financial Adviser
Tom has over 28 years' experience in financial services, previously working with RBS and Bradford & Bingley. He specialises in personal and business protection, pensions, and investment planning, providing comprehensive advice to both individual and corporate clients.
Gabriele McCallum
Director
Gabriele serves as Practice Manager with nearly 18 years' experience in customer account management. She oversees daily operations, ensuring efficient service delivery while maintaining high standards of client communication and administrative support across all financial services.
Rory McCallum
Protection Adviser
Rory graduated from Heriot Watt University with a 2:1 Honours Degree. As a qualified Protection Adviser, he specialises in life assurance, critical illness cover, and income protection, working towards his Financial Planning Diploma to enhance client service capabilities.
Questions
What financial services do you offer in Glasgow?
We provide pensions advice, investment management, mortgage services, business protection, and comprehensive financial planning tailored to individual and corporate needs.
Are your financial advisers qualified?
Yes, our team includes CII-qualified advisers with decades of combined experience, operating under FCA regulation for professional standards and client protection.
How do you approach retirement planning?
We assess your current pension provisions, retirement goals, and risk profile to create personalised strategies using various pension types and drawdown options.
Can you help with business protection needs?
Yes, we design tailored protection solutions for businesses including key person insurance, shareholder protection, and income replacement strategies to ensure business continuity.
What mortgage options are available?
We offer residential, buy-to-let, remortgage, and equity release options through a wide lender panel, providing fee-based advice with transparent cost disclosure.
How are investment risks managed?
We implement diversified portfolios aligned with your risk tolerance, regularly reviewing investments to ensure they remain appropriate for your financial objectives and market conditions.
