Callum Chappell
EXPLORE
Different parts of my work, interests and writing.
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LinkedIn - Career history, experience and professional updates.
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The Minstermen Forum - York City news, opinion and commentary.
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Substack - Longer-form writing on football, financial services & culture.
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Instagram - The more personal and visual side.
MY FOCUS
Where communication, regulation and commercial judgement meet.
I work across financial-services marketing, customer communications and financial promotions.
My experience covers both the creation and governance of regulated communications: developing campaigns, shaping customer messaging and reviewing material against regulatory requirements.
That combination matters.
Good financial-services communication cannot be judged solely by whether it is technically compliant. It also needs to be clear to the customer, credible in its claims and capable of achieving the commercial objective behind it.
My focus is therefore on the point where those considerations meet: helping organisations communicate effectively without losing sight of regulation, customer outcomes or the purpose of the message.
EXPERIENCe
I work where communication, regulation and audience meet.
My background is in financial services marketing and communications, with experience across campaign delivery, customer messaging and financial promotions.
My work typically involves:
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translating complex or regulated information into clear language;
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balancing commercial objectives with regulatory expectations;
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improving customer communications and approval processes;
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developing content, campaigns and digital projects.
The common thread is communication that is clear, credible and useful.
WHAT WORKING TOGETHER IS ABOUT
Clearer decisions. Greater confidence.
A plan built around your life.
Clarity
Understand where you stand and what retirement could realistically look like.
Confidence
Make decisions based on a clear plan, not uncertainty or jargon.
Personal guidance
Receive advice shaped around your goals, values and circumstances.
Expirience
A background across marketing, communications and financial promotions.
My experience spans financial services marketing, customer communications and financial promotions, with a growing focus on regulated communications and the point where commercial objectives, customer outcomes and regulatory expectations meet.
AREAS
The main areas of my experience.
My career, projects and writing sit across a few distinct subjects. Each has its own space here.
WHY CLIENTS WORK WITH MARK
Straightforward advice. Personal service. Long-term thinking.
There is no shortage of financial advice available. But what many people really want is someone who will take the time to understand them properly, explain things clearly, and help them make sense of their options.
That is the approach I take.
You can expect:
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advice explained clearly
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a personal service where you are not treated like a number
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recommendations built around your goals and circumstances
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support that can adapt as your life and plans change
My aim is simple: to help you feel clearer, more informed and more confident about your financial future.
TESTIMONIALS
What clients say
"Mark made complex decisions feel simple and tailored every step to my goals. I feel confident about my financial future."
Mr Dale
Thirsk, March 2025
"Mark went through all the options with me and made sure I was really happy with the one I chose."
Ms Watkinson
Thirsk, July 2024
"Mark was great at simplifying the options available to me. He delivered his advice in a clear and easy to understand manner."
Mr Firth
York, September 2024
VouchedFor Reviews
Independent Advice
Based in Thirsk, North Yorkshire
WHAT HAPPENS NEXT
Starting is simple.
Book a convenient time
Choose a time for a free initial
consultation.
Have a straightforward conversation
We’ll talk about your current position, retirement goals and questions
Understand whether planning can help
You’ll come away with a clearer idea of where you stand and whether I can help.
No pressure. No obligation. Just a useful conversation about your future.