Callum Broom

What is your average day like:‍

For me, the perfect day starts in the Langhe Hills of Italy, cycling through vineyards and winding country roads with my wife, Charlotte. After an active morning, we’d return to the hotel for a swim and unwind before heading to a local hilltop restaurant. Surrounded by panoramic views and good conversation, I’d be ordering pasta — ideally something rooted in tradition and made with care. It’s the mix of movement, connection, and simplicity that makes this day ideal.

What do you like most about your job?

The best part of my role is the people. I’m fortunate to meet a wide range of clients, each with their own story, goals, and challenges. Whether it’s helping a family plan for the future, supporting a business owner, or untangling complex financial arrangements, I enjoy bringing structure to people’s ambitions and helping them turn chaos into clarity. No two conversations are ever the same — and that’s what keeps it rewarding.

How long have you worked in Financial Services

A decade

Meet with Callum

What Callum's Clients Have to Say

Tony

Callum handled my pension transfer clearly and efficiently. He explained everything well and resolved any minor issues quickly.

Rory

Callum has been fantastic—always helpful, responsive, and clear. He’s given my family and me valuable advice with great in-person support.

Paul

I’ve never been let down by Callum. He’s efficient, informative, and always explains the risks and options clearly.

Susan

Callum responds promptly to calls and emails and visits every year for my review. I’ve trusted his advice for a long time.

Mr Patterson

Callum took the time to understand our personal situation and matched us with the ideal solution. We’ll continue working with him.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Callum Broom is a Private Wealth Consultant at Lansdown Place Wealth Management Ltd., a Senior Partner Practice of St. James’s Place. 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.