Based in the City of London, Calderwood Wealth Management provides strategic financial planning and wealth management services to individuals and their families. Our clients generally work, or used to work, in London as professionals, business owners, executives or non-executive directors (and sometimes all of the above). They are also very nice people which makes working with them even more enjoyable.
We work hard to help you preserve, enhance and utilise your wealth to improve your life and the lives of your loved ones. We do this by caring about your financial position more than any other outsider and by providing excellent financial advice and service.
We put you at the centre of everything that we do: taking the time to understand your circumstances, concerns, responsibilities and ambitions, before designing and implementing a personalised financial strategy and keeping it under regular review. We know that this will give you the best chance of achieving your long-term financial goals for you and your family, which is our sole aim and responsibility.
There are no off-the-shelf answers or shortcuts for a successful financial plan. Our advice is therefore not about products or quick fixes, it is about providing solutions through a long-term, professional and trusted relationship with you and your family. It is our belief that nobody else will work harder to look after your financial wellbeing than us.