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Chartered Financial Planning

Caledonia Asset Management Ltd are Chartered Financial Planners offering financial planning advice, tailored investment management strategies and pension and employee benefit solutions for people like you.

Our service is tailored to your situation, and will be individual to you. We believe it to offer good value, common sense and pragmatic financial planning and advice aimed at providing you with workable solutions that can help you achieve your goals. We’ll show you how you can work with your current assets to support you in your lifestyle today and in your future plans for tomorrow, and how to carefully grow and protect them for future generations. Its likely we will challenge your preconceptions, using our knowledge of your situation to inform the financial decisions you make today to plan and protect for the future. Our advice will always be impartial, independent and honest, providing a trusted sounding board for all your financial decisions.

We want to help you achieve your objectives in the way most suited to your situation. Sure we understand pensions, investments, tax and regulations but importantly we also understand people too. Our clients find that having clarity about their financial position can be enlightening, allowing them to put in place a plan that enables the investment choices they make to be more closely aligned to the things they want to achieve in life. We don’t subscribe to ‘take it or leave it’ or ‘computer says no’ logic, our team’s attitude is ‘can do’ and we work to achieve positive outcomes for every client, every time.

We apply the same service standards and outcome expectations for every client. We’ll listen carefully to you and you can be confident that we will provide the best available ‘one off’ product or solution if that is what you require, alternatively we can provide you with the ongoing clarity and reassurance of regular financial reviews and adjustments in longer term pension planning, saving or investing.

So, why choose us? At best, dealing with your own financial affairs can involve endless and confusing telephone conversations with different call centres or frustrating hours spent on complicated web sites, coupled with an increasing need to understand the implications for you of relevant contract terms, legislation or tax rules. At worst its a potential minefield of incomprehensible rules, scams, poor investments and hidden costs or tax charges.

We understand that not everyone can, or wants to, ‘DIY’ when it comes to their financial affairs. Nobody really wants to be reduced to a ‘Plan number’ when they are dealing with hard earned life or pension savings do they? Or to make important decisions based on a government website or the say so of a customer services representative – no matter how pleasant or helpful they may be. There is plenty of information ‘out there’ on the internet, but not much actual help. Appointing us to act on your behalf will simplify things for you and give you the help you need while at the same time applying our considerable professional knowledge and experience to optimising your position.

Our primary measure of success is client satisfaction. We think financial decisions should not be based on fleeting trends or tempting ‘offers’ or ‘promises’ and should only be taken with care after detailed research and due diligence and always with an eye to the longer term.

In an increasingly on-line world where websites and web portals often replace personal interaction we look instead to establish a client/adviser partnership with you built on personal contact, trust, experience, knowledge, planning and service.

Please call us on 0131 225 4488 or email info@calam.co.uk if you think we can help you.

Our Services

Individual Clients

Individual Clients

We provide advice on pensions, savings, investments and protection for you and your family at all stages of life, helping you to structure your financial affairs to meet your needs now and in the future.

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Corporate Clients

Corporate Clients

We provide technical and advisory services to small and medium sized businesses in relation to Director and staff pension schemes, protection and wider employee benefits helping your business to attract and retain staff and meet its legal and regulatory responsibilities.

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Executive and HNW

Executive and HNW

We offer personal Wealth Management services to business owners, Directors and High Net Worth Individuals, including bespoke pension planning, non-discretionary investment management and protection and IHT strategies.

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