Callum Broom — Network Financial Advisor in Bristol
About Callum Broom
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.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
Qualifications
Diploma in Regulated Financial Planning (DipFPS)
Regulation
Callum Broom is FCA-verified (firm: Lansdown Place Wealth Management).
Frequently Asked Questions
Is Callum Broom a regulated financial advisor?
Yes. Callum Broom is FCA-verified and authorised under Lansdown Place Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Callum Broom offer?
Callum Broom offers Retirement planning, IHT planning, Insurance.
Where is Callum Broom based?
Callum Broom is a network financial advisor based in Bristol, serving the BS, BA, GL, NP, SN, TA, EC, W postal areas.
Does Callum Broom offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Callum Broom directly through their Trusted Advisor profile.
What qualifications does Callum Broom hold?
Diploma in Regulated Financial Planning (DipFPS)
How do I book a meeting with Callum Broom?
You can book a free initial consultation with Callum Broom directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.