David McCallig
Personal Wealth Planner @Schroders Personal Wealth
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WORK HISTORY
Personal Wealth Planner @Schroders Personal Wealth
Cambridge, GB
Schroders Personal Wealth (SPW) is a national wealth management business. Backed by two of the most established names in the UK financial services industry, the UK\'s biggest banking group, Lloyds Banking Group, and one of Europe\'s biggest investment firms, Schroders.Formed in 2019, I am one of over 300 Personal Wealth Advisers based across the UK. As of December 2023, we manage c£12.5 billion in assets for over clients.Seeking to help individuals and families along their financial journey; identifying where they are; where they want to get to and how best we can work together to help get them there- helping them achieve many of their aspirations, along the way.In my 40th year within the financial services industry and as a qualified Chartered Financial Planner and Fellow of the Personal Finance Society, helping change clients lives is at the heart of everything both I and SPW seek to achieve.
EDUCATION
St Ignatius RC College, Enfield,Middx
A Levels - History & Economics
SKILLS
ABOUT DAVID MCCALLIG
Chartered Financial Planner at Schroders Personal Wealth
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