Calum's expertise
- Retirement Planning
- Investment Management
- Holistic financial planning
- Inheritance Tax Planning
Calum's certifications
- Member of the Albert Goodman Chartered Financial Planners Investment Committee
- APFS – Chartered Financial Planner
100%
Director of Financial Planning
Specialist in pre and post-retirement planning and holistic financial planning.
Calum has worked for Albert Goodman for eight years.
Calum joined Albert Goodman as a senior Paraplanner and quickly progressed into the role of Financial Planning Consultant.
Calum prides himself on being able to communicate complex areas of financial planning in simple terms so that clients fully understand the recommendations he makes. Calum has helped many people understand their retirement provision and retire early. A personal achievement of his is saving a client in excess of £30,000 per annum in investment charges.
Calum is also a member of the Albert Goodman Chartered Financial Planners Investment Committee.
Outside of work, Calum has a real passion for football and plays for his local team in the Taunton Saturday league and also represents Albert Goodman whenever he gets the chance. He can also be found exploring the local coast paths and National Parks with his Partner, Lucy and dog, Louie.
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Looking for your next opportunity? Why not join our Practice Protection team at Albert Goodman? 😝
We're looking for a qualified accountant to drive quality, technical training, and trainee development across the firm while making a real impact on our people and culture. 🤝
We are also recruiting for a range of other accountancy, audit and tax roles. Get in touch with Sophie or visit our website to find out more. 👀
🔗bit.ly/Careers-26
8 days ago
Start your summer with one of our well-established AG events. ☀️🍽️
Our Taunton Business Club Lunch is fast approaching on 2 July, and we still have a few places available. ⏰
Great food, relaxed networking, and the opportunity to build meaningful connections in a welcoming setting. What more could you want? 🤩
All event details and tickets are available below.
🎟️bit.ly/Events-2026
9 days ago
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