DipPFS
Independent Financial Planner
Nottingham
I am a fully independent financial planner based in Nottingham, helping clients across the Midlands. Having worked in financial planning since 2017, I have developed a broad range of experience and knowledge to help clients make confident decisions about their money and future.
In my personal life, I am a big fan of sport, particularly watching football and playing cricket. When not at work, I love to travel and explore the world, which often leads to great client conversations about our shared experiences!
My aim is simple: to give you peace of mind that you have a trusted financial planner in your corner. Whether you are approaching retirement, already retired, looking to reduce your tax, or simply want to make sure your money is working for you, I can help.
Retirement can bring some big financial decisions. How much can you spend? How should you take an income from your pensions and investments? Are you paying too much tax? Do you have enough money to last throughout retirement?
My role is to help you answer these questions and build a financial plan that gives you confidence today, while keeping your longer-term needs in mind.
I believe financial advice should be straightforward and easy to understand. Therefore, I take the time to get to know you, your family and what matters most to you. From there, I provide advice, guidance and ongoing support to help you worry less about your finances.
As an independent financial planner, I consider solutions from across the whole market rather than being tied to one provider. Most importantly, I believe in building long-term relationships based on trust, openness and integrity. My goal is to be someone you can turn to when your circumstances change, or simply for reassurance that you remain on track.
I am committed to helping more people have financial peace of mind. If you would like a conversation, please do not hesitate to reach out.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Callum Tindall, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.