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.
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 Services 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 area and also sits on both the Caledonian Financial Management Investment Committee and the Caledonian Investment Management Investment Committee.
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.
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.
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.
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 is a Client Support Executive at Caledonian Financial Management and is the first point of contact for Dean Robinson.
Prior to joining Caledonian in September 2021, 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.
Alex has recently obtained his Chartered Insurance Institute Diploma of Regulated Financial Planning and is now aiming to become a Financial Advisor in Caledonian Financial Management.
BA (Hons) International Business Management 1:1
Chartered Insurance Institute Level 4 Diploma of Regulated Financial Planning
Greg began his career in Financial Services in June 2019 and joined the Caledonian team in December 2020. Greg is a Client Support Executive 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 has recently obtained his Chartered Insurance Institute Diploma of Regulated Financial Planning and is now aiming to become a Financial Advisor in 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.
BA (Hons) Business Administration
Chartered Insurance Institute Level 4 Diploma of Regulated Financial Planning
Having gained her honours degree in accountancy from the University of the West of Scotland, Harley joined the business in August 2022 and is currently studying for her Level 4 Diploma in Regulated Financial Planning.
Harley is primarily responsible for producing client review packs and for processing all paperwork generated by our financial advisers.
Harley welcomes clients to the office and provides the hospitality prior to their adviser meeting.
In her spare time, she enjoys relaxing with friends and family and is also keen on long weekend city breaks throughout the UK and in Europe.
B Hons Accountancy
Financial Protection (R05)
Prior to joining us in June 2023, under our apprenticeship training programme, Charlotte had been studying for an accountancy degree at the University of Stirling and is now working towards her Level 4 diploma in regulated financial planning.
Charlotte is primarily responsible for producing client review packs and for processing all paperwork generated by our financial advisers.
She welcomes clients to the office and provides the hospitality prior to their adviser meeting.
In her spare time, she likes to relax with friends and family and follows Partick Thistle home and away. In addition to this she spends her time looking after Harley, her English Bulldog.
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.
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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