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About Us

We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years combined experience.

Become a client

The Way We Work

“At Concierge Wealth Management, customer service is not a department, but our whole ethos. It is the dominant culture of the firm. Our principal goal is to surprise and delight our clients with the standard of service and with value for money.”

TRACEY JOHNSTON, Head of Administration

Our Approach

As Independent Financial Advisers (IFA), we begin with a blank page for every client. We take time to understand your complete financial picture before recommending solutions tailored to your unique circumstances.

We play multiple roles throughout our advice process — Financial Planner, Wealth Manager, Adviser, Guide, Educator, and sometimes even Counsellor. We become your trusted partner for all financial matters.

What You Can Expect

  • Thorough Understanding: We’ll take time to understand your needs, wants, and objectives in order of priority
  • Informed Decisions: We place you in an informed position to make confident financial choices
  • Tailored Strategy: We create a personalized financial plan and keep it under review with you
  • Independent Advice: You’ll never feel led or sold to — you make decisions based on unbiased advice
  • Professional Network: Access to our network of professional contacts when beneficial to you

Our Fees

Every client at CWM receives a bespoke fee arrangement based on services required and expertise involved. We provide value through:

  • Time savings
  • Peace of mind
  • Expert opinion and advanced planning techniques
  • Potential for investment growth over the longer term
  • Regular reviews to keep you informed and comfortable

For detailed information, please refer to our Client Agreement and Fair Value Statement, which will be provided at the start of your journey with us.

Your satisfaction matters. If you identify anything we could improve, please speak with your financial adviser. View our full complaints procedures.

Meet Our Team

ADAM MCCALLION

Director

KRIS GEISDORF

Head of Operations

DEREK BURSTON

Mortgage Specialist

TRACEY JOHNSTON

Head of Administration

HAKUTO ROGERS

Technical Administrator

Client Testimonials

"The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving home and turned a dream into reality. We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner."
STEPHEN MANT
Worthing, West Sussex, Director, SJM Electrical Services Limited
"Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments. They are always available & ready to help. Thank you, Adam & Tracey, for all your help over the years."
PHIL BONETTI
Worthing, West Sussex, Proprietor, Bonetti’s Dry Cleaners
"We have used Concierge Wealth Management for the seven years we have been in business, for both our corporate and personal needs. They take all the strain out of our financial planning and have never failed to meet, but rather always exceed, our expectations. We would not consider using another firm for financial advice. They are excellent value for money."
JAMES & ROBERT BROOKS
London, Directors, Brooks Estate Agents Limited
"I have been with Concierge Wealth Management for 8 years and I am more than pleased with how they have looked after my SIPP Pension and ISAs during this time. I have always felt that I am a very important and valued client rather than just one of a number. From day one I have found Adam to be extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice unreservedly and without any cause for concern whatsoever."
KEITH ROWLEY
Worthing, West Sussex, IT Consultant (Retired)
"We have known Concierge Wealth Management for 10 years. Their advice and professional approach has always been excellent. Whether it be for mortgages, pensions or investments you know that they will look after your interests. We very much look forward to working with them in the future."
JOHN & KEVIN DRAY
Portslade, East Sussex, Directors, DA Dray & Sons, Electrical Contractors
"Concierge Wealth Management provide us with a brilliant and professional service. Not only did they guide us through a minefield of complicated loan issues, but their tenacity in obtaining the funds to suit our specific borrowing requirements was second to none. Not only that, they finalised arrangements within the right period to coincide with our plans – congratulations and our sincere thanks to the Concierge team."
DAVE STANBRIDGE
Worthing, West Sussex, Director, R Barker (Tarring) Limited

HAKUTO ROGERS

Hakuto joined Concierge Wealth Management in 2025, beginning his career in financial services with a clear ambition to become a Wealth Manager and help clients achieve their financial goals with confidence.

As a Technical Administrator, Hakuto supports the team throughout the financial-planning process. His role includes client administration, fact-finding, cash-flow modelling, retirement planning and technical research. He also helps us evaluate and develop the technology and software used within the business, with a particular interest in how financial planning, investment strategy and technology can work together to deliver a better client experience.

Positive, ambitious and analytical, Hakuto has excellent attention to detail and a genuine desire to help people make the most of their financial position. We are delighted to have him as part of the team and look forward to supporting his development as he progresses through the profession.

Having grown up in Tokyo, Hakuto speaks fluent Japanese. Outside work, he enjoys going to the gym and is a committed Manchester United supporter. We do not hold this against him and provide regular emotional support whenever the results require it.

TRACEY JOHNSTON

Tracey has held roles in financial services throughout her working career. She has been with CWM since launch in 2011 & is proud to have been pivotal in building the company into the success it has become today. Previously responsible for several aspects of the business, Tracey has worked as Executive Assistant to the Director of Concierge Wealth Management and been Head of Client Liaison.

Since 2024 she decided to take a less dynamic role in the business to spend more time with her family and two beautiful Labradors. She is now responsible for system implementation and works hard in the background to ensure everything runs smoothly for the firm and our clients.

Outside of the office Tracey enjoys spending time with family & friends & holidaying in faraway places. She uses free time to attend high intensity bootcamp fitness classes which ensure she can afford a well-earned glass of wine now and again. You may occasionally get to speak with Tracey and as a client of Concierge she will be ensuring you feel well looked after and get all the support you need through the advisory process.

DEREK BURSTON

Derek has always had a proclivity toward mathematics which led him to start his career in financial services with Pearl in 1993. Whilst with the company he developed his skill set and was noticed as an achiever and was soon moved from business support, becoming a fully qualified Financial Advisor by May 2000.

In 2003 Derek chose to specialise in Mortgages and Protection as he enjoyed the consistent challenges delivered by this market and takes great pleasure in assisting house-buyers meet their ownership dreams.

Derek’s strengths do not lie just with the number crunching but even more so with a predisposition to customer service, something that he is very proud of. Derek’s warmth and kindness is ever present within his patience and care of approach with all clients. Whether first time buyer or a professional landlord, Derek’s wealth of experience and dedication to the client’s positive experience permeates through every aspect of his approach.

Technically, Derek is world class. He is continually informed with new legislation and lender criteria which enables him to deliver best advice and razor sharp, timely, tailored solutions. Derek prides himself with the level of contemporary market information he has in his head at all times and blends this with a feisty tenacity for research to help the client proceed with a suitable, achievable solution.

Outside of his working life Derek is a keen sportsman and enjoys all types of competitive sport. He played and taught Rugby to a very high level through his 20s and 30s but unfortunately, he says his body, rather than mind, has informed him his rugby days have passed. Derek was also a prolific squash player. He is still an active golfer and a former captain of a local golf society. He is a very keen gardener and if not on the golf course you will find him on his own allotment tending to his tomatoes.

Derek says his greatest joy is informing clients that they have a mortgage agreed, and will be buying their first home or dream home in the weeks to come.

KRIS GEISDORF

Kris has worked in financial services for over 10 years, beginning immediately after his A levels, as it was an early passion to pursue an advisory role in financial services. He has since enjoyed a variety of appointments in the industry, affording him a discerning and accomplished level of expertise in several disciplines.

He began his career in mortgage brokering and then as Senior Compliance Manager for a large advice network, in which he supported adviser colleagues to achieve excellence in their own careers and deliver high quality results for their clients. After this, Kris decided to specialise in Later Life Advice compliance, providing guidance to Equity Release consultants in an increasingly important sector.

With a passion for achieving unsurpassed outcomes for his clients, Kris has of course also acted as an adviser, initially specialising in Life Assurance brokering and then focusing on Later Life Planning and Equity Release.

Immediately prior to joining Concierge, Kris was Senior Operations Manager for a large Sussex IFA business specialising in Estate and Inheritance Tax Planning (IHT). We are delighted to have him as part of the Concierge family. We have known Kris throughout his career and overjoyed that he has decided to join the team.

Kris is a highly qualified (level 6) graduate, having passed the Advanced Diploma in Financial Advice and attained Chartered Financial Planner status in 2025.

He has a wonderfully gentle, calm aura, a deep desire to maximise client outcomes and a level of integrity that will ensure his professional success for years to come. We know you will love working with Kris and within the comforting protection of his assured guidance.

Outside of work, Kris enjoys staying active, frequently goes to the gym before the sun is up and also loves to play badminton. Although a Liverpool fan at heart, Kris regularly watches Brighton & Hove Albion play at the AMEX ground. Adam is hoping to turn him away from football and onto a golf course soon.

ADAM MCCALLION

Adam has always had a sharply analytical mind and thoroughly enjoys time with his clients. Soon after completing his accountancy exams, Adam quickly realised pure number crunching was not going to suit him well. He retrained as a Financial Adviser with the Prudential, qualifying in 1997. By 1999 Adam was working with Royal & Sun Alliance specialising in mortgage advice. This was still early days for mortgage brokering, and soon Adam’s success soon got him noticed by local firms, one of which convinced him to move from mortgage advice to become an Independent Financial Adviser (IFA).

After a few years as an IFA, Adam joined a company in London and was advising city-based lawyers and barristers on all aspects of their financial arena. Although a great company and enjoyable work, Adam soon realised he needed to develop his own advisory solution as he felt the client journey could be improved, and so Concierge Wealth Management was born in 2011.

He prides himself on having an instinctive awareness with his client’s finances, and after nearly 30 years as an adviser, Adam can see a solution to most financial planning situations without too much deliberation. He also has an affable disposition allowing him to deliver this to clients in a way that is enjoyable and comprehensible for them.

Adam loves conveying information that leads his clients to a moment of “empowered clarity” and leading them to be able to make truly informed and confident choices about their family’s wealth. Adam is able to advise across a wide range of financial planning areas and has a wide skill base, from mortgage and property buying strategies, risk management, investment and pension advice and through to behavioural coaching, he will help you structure your own views, needs, and wants to ensure you walk the perfect journey through the advisory process.

Adam enjoys a number of sports, now mainly golf, but still pretends he is young enough to dabble with some boxing from time to time! Adam is a regular traveller and believes travel is the best education, helping us scale life effectively, ensuring no achievement, or for that matter problem, seems too great. Having recently bought a new home, in his spare time Adam is busy with builders and surfing through design ideas on Pinterest.