Caledonia Asset Management

Chartered Financial Planning

The firm is accredited by the Chartered Insurance Institute with Chartered Financial Planner status which confers on us a responsibility to adhere to strict codes of practice and ethics, ensuring that we work to the highest standards at all times.

Ours is a boutique firm dealing with a defined number of clients based mainly in Scotland and the UK.

The firm is privately owned and is not associated with any other financial advisory firms or networks, nor is it tied to any financial institutions or product providers. This allows us to look at a wide variety of solutions when representing you, enabling us to research and monitor the market in line with your individual requirements and ensuring that you will receive the best advice we can provide. In order to maintain regulatory protection for our clients we do not advise on Unregulated Collective Investments and thus restrict the investments we may recommend to you to those that are regulated.

We do not hold client money. We act as intermediaries only, advising on and arranging investments for clients.

Professionalism and personal service. The firm’s ethos is to maintain the highest standards of professionalism and personal service at all times providing optimum levels of professional advice, assistance and administration at agreed costs. Our client-facing staff are very experienced in their fields and where required are members of the Chartered Insurance Institute and our service reflects the high levels of training and professionalism required by that membership. The firm invests in software, administrative backup, and research tools and promotes continuing professional development and study for all staff to ensure that our technical capabilities, knowledge, and skills are as up to date as we can make them.