I had a managed pension account which was losing money every year, so I decided to transfer it. I contacted Callum who was very helpful and went the extra mile in helping me, even assisting in getting compensation for the unmanaged pension account and a sum of money in a locked fund I wasn't unaware of.I had a managed pension account which was losing money every year, so I decided to transfer it. I contacted Callum who was very helpful and went the extra mile in helping me, even assisting in getting compensation for the unmanaged pension account and a sum of money in a locked fund I wasn't unaware of.

We have known Callum for a few years now and have moved our investments to follow him when he moved to SJP as we wanted to maintain our relationship with him. 

Callum has made this process very easy for us and explained everything step by step which instils our confidence in him. 

He is always punctual, courteous, and happy to give us as much of his time as we need. 

We wouldn’t want to trust our investments to anyone else.

Callum provided excellent customer service and advice as part of the initial review of my finances. In particular, the recommendation to transfer out from my final salary pension scheme.  Since my pension has been transferred to SJP, Callum has been great. He arranges regular reviews with me and is always positive and helpful.

I was sceptical about seeking financial advice, but Callum changed my perspective. They helped optimize my pension, and I'm thrilled with the results.