Summary
Overview
Work history
Education
Skills
Affiliations
Accomplishments
Timeline
Generic
Callum Yorke

Callum Yorke

Monkton,South Ayrshire

Summary

Certified Financial Planner with extensive expertise in wealth management strategies, tax planning, and regulatory compliance. Demonstrates a consultative approach to understanding clients' financial goals and tailoring investment portfolios. Skilled in retirement and estate planning, with a strong focus on adaptability to market changes and resilient decision-making. Committed to delivering exceptional customer service through relationship management and client event hosting. Career goals include advancing strategic planning capabilities to enhance long-term vision creation for clients.

Overview

38
38
years of professional experience
7
7
years of post-secondary education

Work history

Chartered Financial Adviser

Goldstone Wealth Management
Ayr, South Ayrshire
06.2013 - Current
  • Enhanced client relations by advising 100 clients, managing approximately £25m in assets.
  • Developed bespoke financial solutions for businesses and individuals.
  • Recommended retirement plans to secure long-term stability.
  • Utilised advanced forecasting models, incorporating AI for market predictions.
  • Maintained current market knowledge through seminars and 35 hours of CPD annually.

Private & Corporate Wealth Manager

Clydesdale Bank
Glasgow, Paisley & Ayrshire, Glasgow City, Renfrewshire & Ayrshire
04.1996 - 06.2013
  • Managed approximately 100 client portfolios, maximising asset growth through strategic decisions.
  • Monitored financial markets daily to identify and respond to fluctuations.
  • Coordinated estate planning services to ensure protection of client assets.
  • Presented comprehensive reports to clients, fostering transparency and trust.
  • Researched investment opportunities, achieving optimal financial outcomes.
  • Evaluated economic conditions for informed financial planning strategies.
  • Delivered seminars and workshops on wealth management topics to educate clients.
  • Analysed market trends to facilitate informed decision-making processes.

Banking officer

Clydesdale Bank
Dunoon & Ayrshire, Argyll and Bute & Ayrshire
06.1987 - 04.1996
  • Prioritised tasks under pressure, ensuring sustained productivity during peak periods.
  • Processed loan applications to secure new business opportunities.
  • Facilitated training sessions for junior staff to enhance banking skills and knowledge.
  • Managed approximately 500 client accounts, fostering excellent relationships.

Education

Financial Planning Banking Examinations - Accounting, Economics & Marketing

University of the West of Scotland
Paisley
09.2002 - 06.2004

Diploma for Financial Advisers - Financial Planning Principles

London Institute of Banking and Finance
London
05.2009 - 07.2010

Certificate in Long Term Care/Later Life Planning - Long Term Care planning advice

London Institute of Banking and Finance
London
06.2017 - 12.2018

Level 6 Diploma in Advanced Financial Advice - Trust & Taxation Planning, Accounting, Complex Pension Transfers & Managing Investments

London Institute of Banking and Finance
London
05.2018 - 06.2020

Skills


  • Good communication skills
  • Relationship Management
  • Client financial goal comprehension
  • Can do attitude
  • Market adaptability
  • Long-term vision creation
  • Resilient decision-making
  • Customer service excellence
  • Attention to detail
  • Strategic planning

Affiliations

  • Football Ice Hockey Spending time with my family

Accomplishments

    Callum has an active interest in giving back to his local community over many years.

    Callum was actively involved in the setting up the Honest Men Trust, an Ayr United fan based community organisation in 2003 holding roles of Chairman and Project Coordinator. These Ayr United community projects include a Player Fund which raised money for YTS contracts, signing the likes of Scottish Internationalist Craig Conway, as well as helping fund first team players for then Ayr United Manager Campbell Money to secure first team players like Graham Brown from Cowdenbeath in 2004.

    Off the back of the YTS programme Callum was one a small working group that explored the possibility of returning a youth development programme to Ayr United which had been disposed of during the current ownership regime at Somerset Park.

    In 2005 the Honest Men Trust were instrumental in bringing together the formation of the Ayr United Youth Academy, bringing together other partners in the Ayrshire & Arran NHS, Ayr College and Ayr United. The Honest Men Trust provided sponsorship to the Academy Under 19's in 2008. The Honest Men Trust took a place within the Academy Board on it's formation with John Dalton serving as a Director until 2010.

    Callum then served on the Ayr United Youth Academy Board, as a Trust representative between September 2010 and March 2012.

    Callum then focused on local community work within his local village of Dalrymple coordinating two years of successful Gala's and organised Firework Events between 2013-2015 which were the first in 20 years in the village. Callum served on the Dalrymple Parent Association and Dalrymple Community Council until 2015. These best practices were shared by Callum with other local community groups, for example Maidens and Kirkmichael, with the planning blueprints used to return Galas and Firework events to other local villages after many years of absence.

    From 2015 to 2024 Callum has ran very successful social media fan based content for the Glasgow Clan ice hockey team gaining almost 7,000 followers and providing match updates, news, blogs and vlogs on YouTube.

    With the optimism around Somerset Park Callum has this season started a new social media fan based channel called Super Ayr, putting out Ayr United fan based content which includes a new YouTube Channel with currently around 900 followers and growing.

Timeline

Level 6 Diploma in Advanced Financial Advice - Trust & Taxation Planning, Accounting, Complex Pension Transfers & Managing Investments

London Institute of Banking and Finance
05.2018 - 06.2020

Certificate in Long Term Care/Later Life Planning - Long Term Care planning advice

London Institute of Banking and Finance
06.2017 - 12.2018

Chartered Financial Adviser

Goldstone Wealth Management
06.2013 - Current

Diploma for Financial Advisers - Financial Planning Principles

London Institute of Banking and Finance
05.2009 - 07.2010

Financial Planning Banking Examinations - Accounting, Economics & Marketing

University of the West of Scotland
09.2002 - 06.2004

Private & Corporate Wealth Manager

Clydesdale Bank
04.1996 - 06.2013

Banking officer

Clydesdale Bank
06.1987 - 04.1996
Callum Yorke