Callender Financial Planning Ltd.

Profile

About Callander Financial Planning Ltd

To provide a personal and tailor made wealth management and advice service, whilst always maintaining the business’ core values: first class service, honesty and transparency, integrity and professionalism.

Grant Callander has worked within Financial Services for the last 10 years. Formerly Area Director for Regulated Sales at Barclays Bank across Newcastle, Northumberland and North Tyneside, Grant was delighted to recently accept his invitation to join St. James’s Place Wealth Management.

As a Partner Practice of St. James’s Place Wealth Management and the synergy it brings helps Grant to make clients’ finances understandable, providing exceptional commitment and ensuring a well grounded and comprehensive knowledge of the needs and aspirations of all clients - offering expert advice across a wide range of complicated Financial Planning areas such as Investment Planning, Inheritance Tax Planning, Protection, Retirement Planning and Pension Planning.

Callander Financial Planning Ltd was established in 2012, when its Director Grant Callander accepted an invitation to join St. James's Place Wealth Management. Prior to this, Grant was working as Area Director of Regulated Sales within the banking sector across Newcastle, Northumberland and North Tyneside areas. An equally accomplished Senior Financial Planning Manager prior that, Grant has evolved and grown through many changes to the industry and has maintained his lean towards impeccable ethics and business quality.

Working from offices in Teesside, Sunderland and Newcastle, as well as regular out of office client appointments, there is appropriate facility to provide advice to clients across the whole of the North East Region and surrounding areas.