Colin McCallum
BSc MBA DipPFS FCIBS
Colin set up Heritable in 2001 after leaving National Australia Group. Whilst with the Bank he carried out a wide range of roles including Head of Strategy and Planning (Clydesdale Bank), Divisional Manager Retail and Head of Third Party Distribution (Clydesdale & Yorkshire Banks). Prior to a career within banking, Colin was a management consultant with Coopers & Lybrand based in the firm’s London offices. Colin has extensive experience of leadership, planning, project management but above all he has well honed people relationship skills. All of which he brings to bear on his dealings with clients such that he is comfortable with complex situations and advising clients who often work under various demanding pressures. Colin specialises in Wealth Management and Financial Planning including Estate Planning.
Colin's Email is: colin.mccallum@heritableltd.co.uk
LinkedIn: http://uk.linkedin.com/pub/colin-mccallum/5/a48/154
Hugo Cannon
BSc (Hons) IMC DipPFS Certs CII (MP & ER)
Hugo is an Associate Director with Heritable and he specialises in Financial Planning and Inheritance Tax Planning. Hugo served in the Army after university as a Captain in The Black Watch. Following experience at two investment management houses, during which time he attained the Investment Management Certificate, Hugo joined a firm of Financial Advisers in 2008 and trained to become a financial planner. Hugo provides comprehensive financial planning advice for UK-based and expat clients of Heritable. Outside work Hugo’s interests include agriculture, country pursuits and military affairs.
Hugo's Email is: hugo.cannon@heritableltd.co.uk
LinkedIn: http://uk.linkedin.com/in/hugocannon/Twitter: http://twitter.com/#!/ifa_edinburgh
Catherine McCallum
MA (Hons)
Catherine joined Heritable in January 2011. She brings with her 20 plus years experience in client service and marketing roles, latterly as Client Services Director at Good Practice Ltd, where she delivered an impressive client support service, resulting in a client retention rate of in excess of 90%. She is passionate about delivering excellent service and upholding the highest standards to ensure long-lasting and mutually beneficial client relationships.
Before joining Good Practice in 2001, Catherine spent three years as Director of Business Training at Edinburgh Chamber of Commerce and before that she worked at Edinburgh’s Telford College where she managed a commercial consultancy unit delivering training to corporate organisations.
Catherine has an Honours degree in Psychology from St Andrews University.
Cathy's Email is: cathy.mccallum@heritableltd.co.uk
LinkedIn: http://uk.linkedin.com/pub/catherine-mccallum/1a/b99/107