Caledonia Asset Management Ltd provides Wealth Management Services for individual and corporate clients, Non-Discretionary Investment Management Services, General Financial and Pension Planning and Technical and Advisory Administrative Services. Each are available as stand-alone services, or in any combination.
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.
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.
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.
