Prior to being invited to join St. James’s Place Wealth Management Darran spent eighteen years working in the Financial Services sector for HSBC, Barclays and latterly Santander. Six of those years were spent working in the Offshore Wealth Management sector in Jersey before moving to Glasgow and eventually returning to home to Inverness.
Darran is a firm believer that the best way to deliver high quality, personalised financial advice is to meet with clients face to face in order to gain an in depth understanding of their current financial position as well as their goals and aspirations for the future. Only then can Darran provide the best products and services in order to help our clients achieve their financial aspirations. Financial advice can be complex and every client’s needs are different. Darran is committed to building long term relationships with our clients, providing regular reviews and an easily accessible point of contact when needed.
Outside of work Darran is a family man, keen fisherman and football fan.
To arrange a no-obligation Financial review with Darran please call 01463 258062.
Matt joined Macleod & MacCallum Wealth Management Ltd in December 2018.
Matt has been a fully qualified Mortgage Adviser since November 2015 and spent three years working for The Royal Bank of Scotland as their Mortgage Adviser serving Inverness and Ross-Shire. He has significant experience in the Banking and Finance sector having started his career with HSBC as a Banking Adviser in May 2008.
Matt specialises in providing our clients with exceptional Mortgage and Equity Release* advice. He is able to offer a comprehensive range of first charge mortgages from across the market which lenders make available to mortgage intermediaries. Whether a client is looking for their first home, has a complex lending need or requires specialist advice with later life lending, Matt has the knowledge and experience to tailor the best mortgage solution that meets the clients need.
It is also vitally important that a client considers how to protect what is valuable to them and as part of our holistic service, Matt provides protection planning to our clients in respect of life, critical illness and income protection insurance. He is also able to support our clients with their buildings and contents insurance requirements.
Matt is currently studying towards becoming a Financial Adviser and hopes to be fully qualified to give advice in this area in early 2021.
In his spare time, Matt is a coach for his local school’s football team and enjoys spending time with his wife, Lindsay, and two children, Lewis and Iona. He is an avid football fan and three generations of his family are season ticket holders at Inverness Caledonian Thistle FC.
To arrange a Mortgage Review, with no obligation, please contact Matt on 01463 258062.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Julie joined Macleod & MacCallum Wealth Management in May 2019.
Before Julie joined the team, she had a long and successful career in the banking industry. She is very knowledgeable and experienced in financial matters having worked for Woolwich Building Society and Bank of Scotland for over 20 years.
Julie is our Office Manager who ensures the smooth day to day running of our office, administration tasks and booking client appointments. She works very closely with Darran and Matt to ensure that all of our clients have a positive experience through our service driven approach and by building lasting client relationships.
Julie is currently working towards becoming a qualified mortgage adviser which she hopes to have achieved by the end of 2020.
In her spare time Julie enjoys spending time with her family and friends as well as keeping fit.
To arrange an appointment with either Darran or Matt please contact Julie on 01463 258062.