Caledonian Financial Management

Independent Financial Advisers based in Hamilton, Scotland

Your Future, Our Focus

Caledonian Financial Management are a firm of highly qualified Independent Financial Advisers based in Hamilton, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals.

We offer a holistic and uniquely tailored financial planning service to our clients and provide a financial planning service to both personal and corporate clients.

Wealth management Wrap

Advice for Individuals

We offer a range of service levels to suit each client including ongoing monitoring and review of their financial position to ensure their needs continue to be met through life's many changes and challenges.

  • Retirement Planning Service

  • Comprehensive Investment advice

  • Personal and Family Protection

  • Whole of Market Mortgage Service

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Corporate Financial Planning

Corporate financial planning is about far more than arranging pensions and employee benefits. It involves sharing your business goals and making sure you're in the best possible position to achieve them.

Below are just a few of the areas that we can help your business with:

  • Occupational Group Pensions

  • Employee Benefits

  • Protecting Corporate Risks such as Key Person Insurance

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