Callum O’Rourke

Callum is a Chartered Financial Planner at Prime Wealth, the financial planning arm of Prime Accountants Group. He supports Glen in the delivery of quality, independent financial advice as well as managing a portfolio of clients of his own.

He was born in Birmingham and educated in Solihull. He graduated in 2008 from Sheffield Hallam University with a degree in Accounting and Financial Management, before setting off around the world to travel.

Callum joined the Prime Wealth team in February 2020 having worked at both Coutts and Succession Wealth for much of his career. He brings with him experience of dealing with high net worth individuals and corporate clients. Callum has a passion for educating clients about their wealth and what it means for them and their families, particularly in the retirement planning space (both pre and post-retirement). His use of cash flow modelling really brings the client’s financial plans to life and helps to inform his recommendations.

Callum is a member of the Personal Finance Society and achieved Chartered status towards the end of 2019.

Callum likes to spend his spare time with his family, as well as keeping fit and attending music gigs.