Stephen McCallum

Stephen McCallum serves as the Director & Chartered Financial Planner at Crawford Mulholland Wealth since May 2024, bringing extensive experience in financial planning and wealth management. As a Committee Member of the Personal Finance Society from February 2016, Stephen has contributed to the field alongside previous roles including Senior Private Client Consultant at Kerr Henderson and Financial Planning Director at Investec Wealth & Investment UK. Stephen possesses a robust educational background, including multiple qualifications from The Chartered Institute for Securities & Investment and the Chartered Insurance Institute, culminating in advanced certifications in financial planning and investment management.