Genuinely independent,
financial advice

Our Services

We feel strongly that the days of advisers being "general practitioners" have passed, and clients now require a swift proactive approach in response to their individual and corporate needs. In all areas we provide a specialist in that particular field with the relevant financial qualifications to provide assistance enabling clients to make decisions from an informed position.

For private clients this includes a full Retirement Planning Service, Comprehensive Investment advice, Personal and Family Protection including Inheritance Tax planning and a comprehensive Mortgage service.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For Corporate clients we offer advice on all types of Pension Schemes including Occupational and Money Purchase arrangements. We also offer advice on Employee Benefit Schemes and protection against Corporate Risks such as Key Person Insurance.

For details of our fees for mortgage business please see our page "How we are Paid".

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Conduct Authority does not regulate loans or all forms of mortgage.

Caledonian Financial Management Ltd is authorised and regulated by the Financial Conduct Authority ( Financial Services Register No: 437109