Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
“I want to be considered an expert in my field as that is what I believe we get paid for, to give professional advice and help clients achieve financial peace of mind.”
Callum Dance
Callum began his career in the financial services industry at a young age, joining the Grant Thornton school-leaver programme and gaining experience in their Financial Services Audit department. He joined Mount Stuart, starting as an Administrator and taking on more technically-demanding roles as he progressed and is now a fully qualified Financial Planner.
Callum is working towards becoming a Chartered Financial Planner. He enjoys building relationships and trust with his clients as well as helping them achieve their financial goals. In his spare time, Callum plays and watches golf, and also enjoys cooking.