Professional Mortgage Advice

Our Vision

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

These goals could include owning your own home, saving for school or university fees for your children, retirement planning or saving to cover the costs of long-term care as you get older. Whatever your goals, good financial planning can help you to achieve them. ​

Professional financial planning can also help you to manage your investments in line with your individual goals and objectives, understand your tax obligations, protect you in case of unexpected illness or job loss and ensure that your wealth is passed on to the next generation in line with your wishes.

Meet The Team

Caledonian Team member

David Hunter - Founder

David is a Director and the principal shareholder of Caledonian Financial Management Limited. His career in financial services began in 1985 and he was also a co-founder of Caledonian Financial Management Limited in August of 1992. ​

David also specialises in providing solutions for clients in the complex world of pensions. He can advise on all types of pensions and has expertise in advising on self-invested schemes

David specialises in providing bespoke investment and wealth management solutions for our clients. He is vastly experienced in this arena and also sits on both the Caledonian Financial Management Investment Committee and the Caledonian Investment Management Investment Committee.

Caledonian Team member

Karen El Karti - Director, Compliance & Finance

Karen began her career in financial services in May 2006 when she was appointed as the Office Manager of Caledonian Financial Management Limited. ​

Karen has the Diploma in Financial Planning

Karen was appointed Director of Compliance and Finance in 2012. She overseas all aspects of the business and is also a member of the Caledonian Financial Management Investment Committee and the Caledonian Investment Management Investment Committee.

Caledonian Team member

Giovanni Fionda - Director

Giovanni is a fully qualified financial adviser who joined Caledonian Financial Management Limited in 2011, after graduating with an Honours Degree in Finance, Investment and Risk from Glasgow Caledonian University. ​

Since joining Caledonian Financial Management Limited Giovanni has built up strong relationships with existing and new clients whilst demonstrating his skills as an exceptional financial adviser. He advises on all aspects of financial planning and acts as a mentor to our less experienced advisors. ​

In 2020 Giovanni was appointed to the Board of Directors for Caledonian Financial Management Limited.

Caledonian Team member

Michelle Patton - Office Manager

Michelle began her career with Caledonian Financial Management Limited in 2003 and is a valued member of our team. Although responsible for the overall running of the office Michelle still enjoys working relationships with many of our clients and to this day is still their first port of call. ​

Michelle is very experienced in all areas of financial administration to Certificate in Administration and Certificate in Mortgage Advice.

Dean Robinson - Financial Advisor

We welcomed Dean to Caledonian Financial Management Limited in 2021. Dean works with a variety of clients and has considerable experience within financial services.

Alex Caterer - Administrator

Alex is a client administrator, aspiring Junior Paraplanner, and is currently working towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.

Prior to joining Caledonian, Alex graduated with a First-Class Honours Degree in International Business Management at Robert Gordon University (Aberdeen) and gained Financial Services experience working for one of the UK’s oldest insurance companies and leading asset managers.

He is committed to supporting the Caledonian advisers in helping their client’s move towards achieving their financial goals and he works closely with Dean Robinson to ensure that our clients continue to receive the first-class service they have come to expect from Caledonian.

Playing an essential role as an administrator, Alex is responsible for collecting information from product providers about existing plans, undertaking relevant research, processing new business and booking appointments to help deliver a highly personal financial planning experience for our clients.

Accreditations and Memberships

BA (Hons) International Business Management 1:1
Financial Services, Regulations & Ethics (R01)
Investment Principles and Risk (R02)
Financial Protection (R05)

Caledonian Team member

Greg Fitzsimmons - Junior Paraplanner

Greg began his career in Financial Services in June 2019 for one of the leading IFA firms in the UK before joining the Caledonian team in December 2020. Greg is the Jnr Paraplanner at Caledonian Financial Management and is the first point of contact for David Hunter.

Greg is responsible for providing a high level of support to both David and his clients, demonstrating a professional and friendly manner that is to be expected of a successful company such as Caledonian. Daily tasks for Greg involve drafting Suitability Reports, researching providers / products, processing new business and managing David’s appointments.

Greg is currently working towards achieving the Chartered Insurance Institute Diploma of Regulated Financial Planning with the aim of becoming a Financial Advisor of Caledonian Financial Management.

Greg completed 4 years at the University of the West of Scotland where he achieved an honours degree in Business Administration.

He is a massive sports fan, and his 2 passions are football and golf.

Accreditations and Memberships

BA (Hons) Business Administration
Financial Services, Regulations & Ethics (R01)
Pensions and Retirement Planning (RO4)
Financial Protection (R05)

Erin Currie - Office Assistant

Erin is currently the CFM office assistant and joined us in 2021 from HMRC, where she provided customer helpline support.

She works closely with Giovanni providing him and his clients with administrative support, which includes the preparation of review packs, review letters, booking appointments and she helps to process new business, which in turn frees up Giovanni’s time to concentrate on focused client meetings.

Furthermore, Erin handles client enquiries, meets and greets clients at the office as well as providing hospitality for client and provider meetings within the office.

Erin completed 5 years at the University of the West of Scotland and successfully graduated with 2nd Class Honours Degree in Social Science and subsequently a Post Graduate diploma in Applied Social Science.

She is currently working towards the Chartered Insurance Institute’s Level 4 diploma in Regulated Financial Planning.

In her spare time Erin enjoys spending time with her friends and family, walking her two dogs and sightseeing across European cities as well as enjoying travel in general.

Accreditations and Memberships

2nd Class Honours Degree in Social Science
Post Graduate diploma in Applied Social Science
Financial Protection (R05)

Contact us

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

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


 T: 01698 456200

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

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

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