Heritable was founded by Colin McCallum in 2002 in Edinburgh. Our client list is diverse and has mainly grown through referrals both from existing clients and from our professional links, particularly accountants and solicitors.
We have continued to build on these professional contacts, who have come to recognise and value our particular expertise across a broad range of solutions, from simple transactional products such as mortgages and cash flow advice through to more complex interactions such as divorce, pension/ retirement planning and estate management. This has allowed us to build a solid reputation for enabling clients to achieve a smooth and stress-free journey to achieving their financial goals.
As a client you will benefit from our detailed knowledge not only of the diverse range of financial products and services, but also his network of contacts within the industry.
Heritable Financial Planning (a trading style of Sandringham Financial Partners) works in partnership with Sandringham Financial Planners, which is considered to be one of the UK’s leading independent financial advisory firms. We view our relationship with Sandringham Financial Partners as one of our core strengths. Our collective objective is to consistently deliver the highest quality of advice and service in the fields of investment, financial planning, pension planning and property funding.