Our financial planning process has been tried, tested and refined over a number of years. It enables us to understand your financial goals, the risks you are prepared to take when investing and the ongoing level of service you expect to receive. By following this process, we ensure that all of our clients are familiar with and understand our methods and we believe that we consistently provide an unrivalled level of service and success.
We will review your existing financial position and help assess what your financial goals are both now and in the longer term. For this, you will need to set aside some time to talk to us - the first one-hour consultation is free of charge with no obligation at this stage.
Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You will also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course, it will all be sensibly balanced in relation to your current income and expenditure.
In almost all cases we are able to make financial arrangements and recommendations which you would be unable to make for yourself. All our proposals and the associated costs are fully explained so that you are clear about why any investment or product is recommended.
Office: Caledonian House,
35 Nasmyth Avenue,
Scottish Enterprise Technology Park,
Office Hours: 9.00 - 17.00 Mon-Thursday.
9.00 - 16.00 Friday.
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
Caledonian House 35 Nasmyth Avenue, East Kilbride, Glasgow, Scotland, G75 0QR
Registered in Scotland, No. SC287059