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Calum Lockhart

Chartered IFA

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Dundee City, Angus, Fife

Calum Lockhart

Chartered IFA

I hold Chartered status with the London Institute of Banking and Finance (LIBF), so you can be assured that I am highly qualified, experienced, and committed to the highest professional and ethical standards.

I offer advice in all areas of wealth planning and financial advice from complex pension transfers and estate planning to ISA’s and personal investments.

As a Chartered independent financial adviser my aim is to build long term relationships with my clients to help them minimise tax, maximise their wealth and protect against risk.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Dundee City, Angus, Fife

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