Nick Callaghan
Roxburgh Financial Services
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0330 038 8942
Based in Troon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
Last checked: 01 April 2025
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
12
Recent Client Reviews
Nick has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has not yet added their fees to their profile
Fees not yet added
Nick has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Nick
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 14 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
Last checked: 01 April 2025
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
12
Recent Client Reviews
Nick has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has not yet added their fees to their profile
Fees not yet added
Nick has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Nick
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 14 first impressions)
I am a Chartered Financial Planner and hold the prestigious Fellowship designation of the Personal Finance Society. I also have a degree in Business. I pride myself in my ability to provide a thorough investigation of your financial needs and I have the knowledge required to offer tailored solutions. I provide a free face to face meeting which allows us to meet one another to discuss your requirements with no obligations. On a personal level I enjoy reading and collecting comic books, but as the father of two young children my free time mainly involves ferrying them to their various activities.
Offers available through VouchedFor
Contact Nick through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Nick's clients
Based on responses provided by clients who have reviewed this adviser
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