The firm is accredited by the Chartered Insurance Institute with Chartered Financial Planner status which confers on us a responsibility to adhere to strict codes of practice and ethics, ensuring that we work to the highest standards at all times.
We look after a defined number of clients based mainly in Scotland and the UK.
The firm is owned by Mattioli Woods plc. In April 2021 we joined the Mattioli Woods group. This was a very positive step for everyone associated with Caledonia, especially our clients and employees. Mattioli Woods shares our core values and client centred business ethos and so we were delighted to become part of their group. Combining our strengths will allow Caledonia clients and employees to benefit form the considerable additional resources and support available as part of the Group, enabling our team to enhance and expand the bespoke personal service our clients expect from us. We are very much looking forward to this exciting new phase. You can find out more about Mattioli Woods here.
We do not hold client money. We act as intermediaries only, advising on and arranging investments for clients.
Professionalism and personal service. The firm’s ethos is to maintain the highest standards of professionalism and personal service at all times providing optimum levels of professional advice, assistance and administration at agreed costs. Our client facing staff are very experienced in their fields and where required are members of the Chartered Insurance Institute and our service reflects the high levels of training and professionalism required by that membership. The firm invests in software, administrative back up and research tools and promotes continuing professional development and study for all staff to ensure that our technical capabilities, knowledge and skills are as up to date as we can make them.