I have worked in financial services for over 35 years and wouldn't want to do anything else other than give financial advice! It is a privilege to be part of a client's journey as we work out strategies to create and sustain the life you want to lead.

I became an Independent Financial Adviser in 2008 and am both a Chartered Financial Planner and Fellow of the Personal Finance Society. That means that I have done a lot of exams but life isn't an exam paper. I aim to listen to what each individual needs so that they can plan for their future.

I have a mad springer spaniel named Samson, who I enjoy walking with my husband, Harry.

Alice Conway DipPFS
Independent
Financial Adviser

I started my career in financial services with Close Brothers and then moved to Philip James Financial Services, where I gained my Diploma in Regulated Financial Planning.

I am now working towards my Chartered status. Financial Planning is a job that I really love. It is extremely rewarding to see how our advice can benefit clients.

At the weekends, I enjoy running and seeing my retired pony, Prince.

Sian MacInnes FPFS
Chartered Independent
Financial Adviser

COMMITMENT

We are committed to providing exceptional customer service at all times. We listen, understand individual needs and offer
quality products, services and insight
to help people achieve their financial goals.

CONFIDENCE

People are at the centre of everything we do, we treat them with dignity and respect at all times. We give them the confidence to talk about money honestly, consider their long-term goals and take control over their financial future.

COURAGE

Talking about money can feel intimidating. We empower people to have the courage
to open up to us,
share their life stories and ambitions and support them to
make informed financial decisions.

COLLABORATION

Callabas is a partnership of modern, like-minded Independent Financial Advisers sharing a common passion, approach and commitment to financial planning.

Sian looked at our overall situation and what we wanted to achieve. She suggested various options, explained the pros and cons, and ensured that we fully understood our choices.

Alison

Sian was able to go through our whole financial situation and was able to help us understand what we had and how to make the most of our moneys.

Philip

Sian has taken over various pensions as it has become appropriate, and has found places to invest them which have produced good rates of return.

Julian

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All rights reserved. Callabas Financial Services Ltd.

Callabas Financial Services is a limited company registered in England and Wales. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Callabas Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate tax planning. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Alice Conway DipPFSIndependent Financial Adviser

Sian MacInnes FPFSChartered Independent Financial Adviser