Chadwicks are excited to announce that we are expanding our team with the arrival of Callum Pye as our new Financial Planning Consultant.
Callum has said on joining Chadwicks:
“I’m delighted to have joined Chadwick Financial Management as part of our exciting ongoing expansion to enable us to continue to provide the level of financial planning our clients have come to expect.”
“As someone who prides themselves on building relationships with customers and clients over a 30 year period in Operational Business Management I became a Financial Adviser after a conversation with my father in Law who had spent his entire career in supporting and guiding people with their finances. I quickly realised that it is was not just about providing facts and figures but about knowing the clients needs and objectives and advising accordingly which in turn builds a long, effective and trusting relationship with my clients. Regardless of age, I pride myself on guiding clients through life’s Financial tapestry and helping them as their objectives and circumstances change as they inevitably do. I enjoy looking after clients and I’m fully qualified to advise on mortgages, protection, investments and pensions and hold a specific qualification in equity release.”
“Having known Karen for just under 12 months It was clear to me that being part of the Chadwick team was not only an ideal fit for me personally but from a personality point of view as well. I’m looking forward to not only developing my relationships with my new work colleagues but also new clients who I look forward to helping guide them on their financial journey.”
I’m sure you will join us in welcoming Callum to Chadwicks. If you would like to book an appointment with Callum then please get in touch on 01803 834440 or email firstname.lastname@example.org.