Meet The Team
As Independent Financial Advisers (IFA) with over 50 years’ combined experience, we offer bespoke financial planning services to our discerning clients.
We are Independent Financial Advisers (IFA) with experience in the areas of investments, retirement planning, savings advice, financial protection (personal insurance brokering) and estate planning. We also offer specialist advice in the areas of mortgage brokering and commercial loan arrangement.
The central ethos of our proposition is to tailor a bespoke financial plan for our clients. This is achieved by careful consideration of your circumstances, needs, objectives, core beliefs and attitudes. Through an attentive advice process, we ensure our clients’ financial goals are met on target, and on time.
We provide a holistic financial advisory service. Our clients enjoy the comfort of knowing their wealth is protected and managed through a consultative approach to financial decision-making, within the safeguard of our guidance. We collate information, consider options, research and then present the core facts to our clients, enabling timely and informed decisions to be made through our recommendations.
Over many years, we have refined our unique advisory process, offering our clients completely tailored, independent advice. Together, we will assess how our service can meet your needs and ensure that it will be cost effective, scalable and fair value.
Once we understand your overall circumstances and needs, and with your permission, we will begin the process of advising on your legacy plans already in existence and complete an analysis of how your current situation compares with your ultimate objectives and expectations. In a clear and straightforward process, we will help you design the single most effective way to meet your goals.
Ongoing Support
As part of the Concierge Wealth service, you will be supported and guided by us throughout.
We will treat you to expedient delivery of all the key facts on which to make the important decisions regarding your investments, pensions, savings, protection plans or mortgage. We will support you with the paperwork to ensure you have every pertinent detail at hand and remain completely confident of your decisions. We will complete our research to ensure no opportunities are left unconsidered or that any challenge to your wealth is left unchecked.
ADAM MCCALLION - Director
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 you in all aspect of your finances 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.
TRACEY JOHNSTON - Head of Administration
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 - Mortgage Specialist
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. Mortgage Brokers often “hope” for 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 ensure the client is proceeding with the perfect, 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.
ROGER - Senior Paraplanner
Roger has worked in financial services for his entire career, starting out in administration for large insurance companies.. On progressing into paraplanning in the late 1990’s, generally for boutique IFAs in London, in 2024 Roger moved into a role working with Concierge Wealth Management in which he provides technical support to the whole team. Roger enjoys the challenge that the role provides, both technically and in the attention to detail it demands, and prides himself on producing high quality advice reports.
In his spare time, Roger loves spending time with his family and 3 grandchildren, keeping active in the gym, playing golf when the weather is kind. Roger is too modest to boast, but he represents Wales Masters at hockey, a position that allows him to travel the world - he has recently played in the 2022 World Cup in Cape Town and 2024 World Cup in New Zealand, which is an incredible achievement.