Calderwood Financial

Description

Based in Edinburgh and West Lothian, Calderwood Financial supports clients across the UK. We are a dedicated financial advisory Practice based in Edinburgh and West Lothian, specializing in supporting professionals and business owners in creating lasting financial strategies. Our clients rely on us for expert guidance on retirement planning, business succession planning, tax-efficient investments, and personal financial protection. Working with clients throughout the UK, we are passionate about ensuring you, your family and your business have the financial resilience to navigate future challenges and drive business growth. Clients engage with us for expert guidance in key financial areas: - Retirement Planning and Pensions - Investment Management, including a Sustainable and Responsible Investing - Wealth Preservation and Inter-generational Planning - Tax Efficiency and Personal Protection Strategies We are deeply committed to ensuring all our clients and their businesses achieve financial resilience, enabling them to confidently manage life's complexities and secure a prosperous future. Calderwood Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. SJP Approved 05/11/2025

Financials