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Calam James Gallimore Email & Phone Number

Qualified Financial Planner - Wealth Management, Tax Planning, Pension & Investment Advice at Gallimore Wealth Management LLP
Location: London, England, United Kingdom 4 work roles 1 school
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Role
Qualified Financial Planner - Wealth Management, Tax Planning, Pension & Investment Advice
Location
London, England, United Kingdom
Company size

Who is Calam James Gallimore? Overview

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Calam James Gallimore is listed as Qualified Financial Planner - Wealth Management, Tax Planning, Pension & Investment Advice at Gallimore Wealth Management LLP, a company with 5 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Calam James Gallimore.

Calam James Gallimore previously worked as Adviser at Gallimore Wealth Management at Gallimore Wealth Management Llp and Data Analyst at Huntswood. Calam James Gallimore holds Ba Hons, Accounting And Finance, First Class Honors from University Of The West Of England.

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Gallimore Wealth Management LLP

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Profile bio

About Calam James Gallimore

Proactively seeking opportunities to assist clients with their financial strategies for the short, medium and long term. As an Adviser of a Partner Practice of St. James’s Place Wealth Management, I pride myself on providing comprehensive bespoke financial planning and wealth management services to individuals and companies in London, surrounding areas and the South East. My areas of expertise are: -My areas of expertise include:* Investment Planning- How can I make my savings work harder for me and my family?- Am I/my business being as tax-efficient as possible?* Protection (Life, Critical Illness, Mortgage Protection, Income Protection)- What financial impact would illness or death cause to my loved ones?* Retirement Planning/Pension Reviews- Do I know what my current pension situation looks like?- Am I on track to be able to live the lifestyle I would like to in retirement?* Estate and Inheritance Tax Planning- How can I potentially reduce the tax paid on the assets that are passed on?If you require any further information please do not hesitate to contact me on the following details: Tel: 0203 011 0687Mobile: 0743824680Email: Calam.gallimore@sjpp.co.ukThe value of your investment can go down as well as up. You could get back less than you invested. Gallimore Wealth Management LLP is an Appointed Representative of and represents only St. James's Place WealthManagement plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 21/03/2023

Listed skills include Powerpoint, Microsoft Word, Microsoft Office, Research, and 16 others.

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Calam James Gallimore's current company

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Gallimore Wealth Management LLP
Gallimore Wealth Management Llp
Qualified Financial Planner - Wealth Management, Tax Planning, Pension & Investment Advice
reading, reading, united kingdom
Employees
5
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4 roles

Calam James Gallimore work experience

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Adviser At Gallimore Wealth Management

Current

London, United Kingdom

As an Adviser of a Partner Practice of St. James's Place Wealth Management, I offer a wide range of wealth management services to both individuals and businesses London, surrounding areas and the South East. My emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs.

May 2017 - Present

Data Analyst

Reading, United Kingdom

Aug 2015 - Mar 2017
1 education record

Calam James Gallimore education

FAQ

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What company does Calam James Gallimore work for?

Calam James Gallimore works for Gallimore Wealth Management LLP.

What is Calam James Gallimore's role at Gallimore Wealth Management LLP?

Calam James Gallimore is listed as Qualified Financial Planner - Wealth Management, Tax Planning, Pension & Investment Advice at Gallimore Wealth Management LLP.

Where is Calam James Gallimore based?

Calam James Gallimore is based in London, England, United Kingdom while working with Gallimore Wealth Management LLP.

What companies has Calam James Gallimore worked for?

Calam James Gallimore has worked for Gallimore Wealth Management Llp, Huntswood, Ifx - International Foreign Exchange, and St. James’S Place Wealth Management.

Who are Calam James Gallimore's colleagues at Gallimore Wealth Management LLP?

Calam James Gallimore's colleagues at Gallimore Wealth Management LLP include Chris Gallimore and Mary Marsland.

How can I contact Calam James Gallimore?

You can use AeroLeads to view verified contact signals for Calam James Gallimore at Gallimore Wealth Management LLP, including work email, phone, and LinkedIn data when available.

What schools did Calam James Gallimore attend?

Calam James Gallimore holds Ba Hons, Accounting And Finance, First Class Honors from University Of The West Of England.

What skills is Calam James Gallimore known for?

Calam James Gallimore is listed with skills including Powerpoint, Microsoft Word, Microsoft Office, Research, Budgets, Public Speaking, Windows, and Financial Accounting.

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