Caledonian Financial Management Limited

Based in Scotland, delivering quality personal and corporate financial advice

A brief message
from your team at Caledonian

Use it or lose it!

Don’t miss the opportunity to maximise your tax-efficient ISA allowance before 5th April 2025! The full ISA allowance is £20,000 and is one of the most valuable and tax-efficient investments afforded to UK investors.

Why Choose a Stocks & Shares ISA?

  • Tax-Free Growth: Any profits you make within your Stocks & Shares ISA are free from Capital Gains Tax and Income Tax.
  • Flexibility: You can invest in a wide range of assets, including bonds, fixed interest and equities, giving you the power to diversify your portfolio.
  • Long-Term Potential Growth: With the potential for higher returns than traditional savings accounts, a Stocks & Shares ISA is a good option for long-term growth, especially if you are comfortable with the risks associated with investing in the stock market.
  • Wealth Building: Stocks & Shares ISAs are a powerful tool for building wealth that can be used for both pre and post retirement spending.

To discuss this in more detail, please get in touch so we can make suitable arrangements for you before the deadline.

Best wishes from your team at Caledonian!

ADVICE FOR INDIVIDUALS

We believe financial advice should be a holistic long-term plan to ensure you are in the strongest financial position to achieve your goals in life. ​

We offer a range of services including:

  • Retirement Planning
  • Wealth Management
  • Investment Management
  • Protection
  • Estate Planning
  • And much more...

More Info

CORPORATE FINANCIAL PLANNING

We work with clients to really understand their business goals and make sure they are in the best possible position to achieve them.

We offer a range of services including:

  • Protecting your business against the unexpected loss of shareholders and key people
  • Group pensions and life assurance for your employees
  • Bespoke pension arrangements for Directors and key executives
  • Tax efficient investment for company funds

More Info

YOUR FUTURE...OUR FOCUS

Caledonian Financial Management Limited are a firm of highly qualified Financial Advisers based in East Kilbride, 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 both personal and corporate clients.


Learn More

Office: Caledonian House,
35 Nasmyth Avenue,
Scottish Enterprise Technology Park,
East Kilbride,
Lanarkshire,
G75 0QR.

Office Hours: 9.00 - 17.00 Mon-Thursday.
9.00 - 16.00 Friday.


Email: info@caledonianfm.co.uk

 T: 01698 456200

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Neither Caledonian Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

If you wish to register a complaint, please write to or telephone The Financial Ombudsman Service (FOS). Their details of the FOS are on their website financial-ombudsman.org.uk

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Caledonian Financial Management Limited is authorised and regulated by the Financial Conduct Authority, FCA Register Number 828162.

Caledonian Financial Management Limited
Registered Address:
Caledonian House 35 Nasmyth Avenue, East Kilbride, Glasgow, Scotland, G75 0QR
Registered in Scotland, No. SC287059