Callum Broom — Network Financial Adviser in Bristol
About Callum Broom
Callum Broom is a Private Wealth Consultant at Lansdown Place Wealth Management. With a decade of experience in financial services, Callum is known for helping clients bring clarity and structure to their financial lives—turning complexity into calm. Starting his career at Hargreaves Lansdown and progressing through business development and wealth roles, Callum developed a strong foundation in investment and estate planning. After completing the St. James’s Place Financial Adviser Academy, he now works closely with families, professionals, and business owners to create tailored, long-term financial strategies. Clients describe Callum as clear, approachable, and highly responsive. He takes pride in building lasting relationships and delivering insight that helps clients make more informed financial decisions—often introducing options they didn’t know were available. Outside work, Callum enjoys endurance sports, quality time with his wife Charlotte, and cycling through Italy’s Langhe Hills. A former GB swimmer and lifelong saxophonist, he brings discipline, balance, and creativity to every client relationship.
Services
- Retirement planning
- IHT planning
- Insurance
- Sharia-compliant advice
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Pension Planning
- Estate Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Callum Broom is FCA-verified (firm: Lansdown Place Wealth Management).
Frequently Asked Questions
Is Callum Broom an FCA-regulated financial advisor?
Yes. Callum Broom is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Callum Broom offer?
Callum Broom offers Retirement planning, IHT planning, Insurance, Sharia-compliant advice. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Callum Broom?
Fees vary depending on the service, the complexity of your situation and the assets involved. Callum Broom will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Callum Broom works as part of a network, with access to a carefully selected panel of providers. Network advisors share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Callum Broom?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Callum Broom directly through the contact form.
Does Callum Broom work with clients outside Bristol?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Callum Broom is based in Bristol but you can confirm preferred meeting locations and video options when you book your initial call.