Grant Callaghan

APFS

Financial Planning Specialist

Grant has over 10 years experience with Verve, and is our resident technical expert. He supports our clients with technical queries, investment and platform propositions, compliance checks, creating templates and helping them to build a blueprint for their business. He also puts his innovative brain to good use, by creating new templates, processes and solutions to enhance the adviser experience.

grant.callaghan@weareverve.co.uk

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IHT and pensions process from 2027: what advisers need to know from HMRC's latest technical note

10/9/2026

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IHT planning: how to build a business relief process for your advice firm

21/7/2026

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From comfort in cash to constructed confidence

1/4/2026

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We're losing LISA: 3 considerations for financial advisers

7/1/2026

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