Financial Planning
Our financial planning company, Callan Financial Services, was formed to provide advice to company directors, professional and business people. Our principal consultant, Mark Brown is an experienced independent financial adviser and is well qualified to answer the questions which pop into people’s minds at various periods from time to time.
1. Where am I financially?
2. What may I hope for?
3. Is my retirement secure?
4. Can I reduce my exposure to Inheritance Tax?
5. What, if anything, should I be doing now?
6. What if something happens to me?
The first meeting is always free of charge and clients are at liberty to choose whatever method of paying for our work (fees or commission) suits them best.
If you would like to take advantage of this free consultation, contact Mark Brown at 0141 243 2870.
