Simon McCallion

: 27 Mitton Road, Whalley, Clitheroe, Lancashire, BB7 9RX

: FCA Number: 995871

Simon McCallion is a regulated FCA firm (number 995871) based in Whalley, Clitheroe, serving Lancashire and surrounding regions. The company specializes in various financial services, including life insurance, and investments. They also offer expert advice on pensions and retirement planning, final salary pension transfers, along with comprehensive financial planning services. Their approachable team is dedicated to providing tailored solutions that suit the individual needs of their clients. Whether you're looking for expert guidance on financial planning or seeking advice for your retirement, Simon McCallion's regulated services are trusted within the region. Their offices can be found on Mitton Road, Clitheroe, GB.

Their team includes one financial adviser. Check FCA registration here.

Simon McCallion are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Simon McCallion from the Motorway

From the M65:
At Junction 7, please take the A6185 exit in the direction of Clitheroe/Accrington.
Upon reaching the Hyndburn Interchange, proceed to take the first exit leading onto Dunkenhalgh Way/A6185.
Subsequently, make a right turn onto Blackburn Road/A678.
Next, make a left turn onto Whalley Road/A680 and continue to follow A680.
Proceed to merge onto Accrington Road/A671.
Then, make a left turn onto Accrington Road/B6246.
Thereafter, make a right turn onto King Street/B6246.
At the roundabout, please take the first exit onto Station Road/B6246 and continue to follow B6246. Your destination will be on your left.

List of advisers under Simon McCallion:

Simon McCallion is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.