Callum Grey

Adviser Support & Protection Adviser

Callum, from Carlisle joins PFC with over 4 years’ experience in banking and financial services working for a national bank and a small financial services team linked to a large accountancy firm. He has a wealth of experience in advising people and businesses on their protection needs.

Callum will be finishing his Diploma in Regulated Financial planning and assisting the advisers in their advice process.

Throughout my experience in the Financial Services Industry, I have found PFC’s approach to Financial Planning refreshing. We prioritise not only looking after our clients but also looking after the environment.

Outside of work Callum enjoys spending time with his little boy, cross-fit training and is an avid rugby fan.