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“My Portfolio” is a selection of Wrap platform services. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.

Caledonian Wealth Management Solution

Manage your investments on the Caledonian Wealth Management Solution.

Caledonian WealthView

Manage your investments on the Caledonian WealthView Platform.

Give us a call if you need any help with this section, so we can talk you through the process of using a wrap platform.

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

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 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