Callum's reviews
Reviewed for
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Callum
Callum gave up his lunch break to see us for our initial meeting which was very kind of him. He gave us a comprehensive rundown of what he could advise us on, ran through our finances and gave us some pointers to go away and work on before our next meeting.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Callum
Callum has always been friendly knowledgable and professional in dealing with our financial affairs and makes us feel like valued clients. In particular he goes out of his way to make sure he covers every question or point of concern.
Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ask advice re Annuity Offer
How has Callum Tindall helped you?
He agreed with my thoughts whilst advising me off downside.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Leicestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had Inheritance money to invest and I required advice on a a small Pension pot
How has Callum Tindall helped you?
By advising me the the best outcome for my Pension, which I no longer pay into
Have you seen the outcome you were hoping for?
It is too early to know if I made the correct decision to transfer my pension fund
Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement
How has Callum Tindall helped you?
Showed me alternative ways of investing my savings
Have you seen the outcome you were hoping for?
Too soon to answer