Simon McCallion
I am highly focused on building and sustaining long-term client relationships based on trust, superior service, and the quality of initial and ongoing advice. I provide expert guidance when you have important financial decisions to make, and I will help you develop a tailored strategy with a focus on long-term success.
About
At McCallion Wealth Management, I work with you to give a positive view of your complete financial picture. Together we will develop an appropriate strategy that will focus on your future financial goals. Based in Whalley, I work with clients across the UK.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 28/06/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
