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Accreditations

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.

Covid-19 : 24/03/20 : We have put in place arrangements for staff to work remotely to ensure we continue to provide you with our high levels of service and attention. Wherever possible please contact us by email and give telephone numbers we can contact you on if required. We will be issuing regular client newsletter updates, please contact us via [email protected] if you would like to be added to our mailing list. Directors are contactable via their mobile numbers, as issued on our client newsletter.

Any clients with individual concerns over this period are encouraged to make contact to discuss their situation and options.

Our service is tailored to your situation, and will be individual to you. We 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. Our advice will always be honest and unbiased, thus providing a trusted and impartial sounding board for all your financial decisions.

We want to help you achieve your objectives in the way most suited to your situation. At Caledonia we understand pensions, investments, tax and regulations and 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 we will provide the best available ‘one off’ regulated 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  longer term pension planning, saving or investing.

So, why choose us? At best, dealing with your own financial affairs involves endless and confusing telephone conversations with 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 it’s a potential minefield of incomprehensible rules, scams, poor investments and hidden costs or tax charges.

We understand if you don’t want to ‘DIY’ your financial affairs, being reduced to a ‘plan number’ when dealing with hard earned savings, 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. Appointing us to act on your behalf will simplify things for you and provide the help you need, while at the same time applying our considerable professional knowledge and experience to optimising your position.

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. We look to establish a client/adviser partnership with you built on personal contact, trust, experience, knowledge, planning and service.

Call us on 0131 225 4488 or email [email protected]

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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