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Stephen Mccallum Email & Phone Number
Director | IFA | Chartered Financial Planner
at
Crawford Mulholland Wealth
1 work email found
@cmwfp.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director | IFA | Chartered Financial Planner
Location
Belfast, Northern Ireland, United Kingdom
Company size
Who is Stephen Mccallum? Overview
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Quick answer
Stephen Mccallum is listed as Director | IFA | Chartered Financial Planner at Crawford Mulholland Wealth, a with 1 employees, based in Belfast, Northern Ireland, United Kingdom. AeroLeads shows a work email signal at cmwfp.com and a matched LinkedIn profile for Stephen Mccallum.
Stephen Mccallum previously worked as Director & Chartered Financial Planner at Crawford Mulholland Wealth and Commitee Member at Personal Finance Society. Stephen Mccallum holds L6 Certificate In Advanced Financial Planning, Financial Planning, Distinction from The Chartered Institute For Securities & Investment (The Cisi).
Company email context
Email format at Crawford Mulholland Wealth
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{first}@cmwfp.com
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AeroLeads found 1 current-domain work email signal for Stephen Mccallum. Compare company email patterns before reaching out.
Profile bio
About Stephen Mccallum
Walking clients through the financial planning process, helping them plan for the future with confidence and clarity.
Listed skills include Client Services, Client Retention, Financial Planning, Financial Analysis, and 29 others.
Current workplace
Stephen Mccallum's current company
Company context helps verify the profile and gives searchers a useful next step.
Crawford Mulholland Wealth
10 roles
Stephen Mccallum work experience
A career timeline built from the work history available for this profile.
Director & Chartered Financial Planner
Current
May 2024 - Present
Commitee Member
Current
Feb 2016 - Present
Senior Private Client Consultant
Oct 2021 - Apr 2024
Financial Planning Director
Aug 2018 - Oct 2021
Wealth Manager
May 2016 - Jul 2018
Private Client Consultant
Jun 2015 - May 2016
Financial Consultant
Apr 2012 - Jun 2015
Client Review Manager
Mcauley Financial
Jan 2008 - Apr 2012
Financial Planning Adviser
Sep 2004 - Dec 2007
12 education records
Stephen Mccallum education
L6 Certificate In Advanced Financial Planning, Financial Planning, Distinction
Advanced Diploma In Financial Planning (Apfs), Financial Planning
Private Client Investment Advice & Management (Pciam)
Certificate In Securities Advice & Dealing (Certpfs Securities)
Investment Management Certificate (Imc), Pass
Cfa Society Uk
Certificate In Discretionary Investment Management (Certpfs Dm)
Certificate In Equity Release (Cert Cii Er)
Diploma In Regulated Financial Planning (Dippfs)
Certificate In Mortgage Practice (Cert Cii Mp)
Cert. For Financial Advisers (Cefa)
Institute For Financial Services (Ifs)
Business & Finance - Hnd, Accounting And Business/Management
Education record
Our Lady & St Patricks College, Knock
FAQ
Frequently asked questions about Stephen Mccallum
Quick answers generated from the profile data available on this page.
What company does Stephen Mccallum work for?
Stephen Mccallum works for Crawford Mulholland Wealth.
What is Stephen Mccallum's role at Crawford Mulholland Wealth?
Stephen Mccallum is listed as Director | IFA | Chartered Financial Planner at Crawford Mulholland Wealth.
What is Stephen Mccallum's email address?
AeroLeads has found 1 work email signal at @cmwfp.com for Stephen Mccallum at Crawford Mulholland Wealth.
Where is Stephen Mccallum based?
Stephen Mccallum is based in Belfast, Northern Ireland, United Kingdom while working with Crawford Mulholland Wealth.
What companies has Stephen Mccallum worked for?
Stephen Mccallum has worked for Crawford Mulholland Wealth, Personal Finance Society, Kerr Henderson, Investec Wealth & Investment Uk, and Davy.
How can I contact Stephen Mccallum?
You can use AeroLeads to view verified contact signals for Stephen Mccallum at Crawford Mulholland Wealth, including work email, phone, and LinkedIn data when available.
What schools did Stephen Mccallum attend?
Stephen Mccallum holds L6 Certificate In Advanced Financial Planning, Financial Planning, Distinction from The Chartered Institute For Securities & Investment (The Cisi).
What skills is Stephen Mccallum known for?
Stephen Mccallum is listed with skills including Client Services, Client Retention, Financial Planning, Financial Analysis, Investments, Investment Products, Personal Tax Planning, and Residential Mortgages.
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