Callum McCarthy

Before joining the Penguin team, Callum previously worked as a lorry driver for a handful of years. However, during the COVID-19 pandemic, he welcomed his first daughter into the world and decided to pursue a career that would allow him to be more present in his family’s life and bring him greater fulfilment.

Callum had always enjoyed helping friends and family with the process of securing their first homes and navigating the Mortgage process, so he decided to study while working full-time to become a qualified Mortgage Adviser.

He quickly fell in love with the industry, working as a Mortgage Adviser for many years, finding joy in helping clients with both their Insurance needs and Mortgage plans. Over time, Callum developed an interest in Inheritance Tax Planning, motivated by the idea of preserving family wealth across generations. He studied and completed all his exams to become a qualified Financial Adviser while working full-time, and while his family grew with the arrival of his second daughter.

Callum is now eager to deepen his expertise within the Penguin team and apply his knowledge to benefit clients further.

In his spare time, Callum prioritises spending quality, device-free time with his family. He loves being present with them, whether it’s going for walks, exploring new attractions, or simply playing board games.

Quickfire:

1. What’s the craziest thing you’ve done?

Quad biking in the mountains in Gran Canaria.

2. What’s the best thing you’ve spent money on?

Buying my house and getting a foot on the property ladder at 18.

3. The worst?

Buying my kids each a toy kitchen now – now I have to tidy 3 kitchens in the house…

4. What’s your favourite book?

Reg and Ron Kray – Our Story.

5. If you’re not working, where will we find you?

With my fiancé and two daughters going for walks and exploring new places.