Calderwood Financial reposted this
And that’s a wrap for 2023! Wishing all our clients and colleagues a merry Christmas and prosperous New Year.
About us
Based in Edinburgh and West Lothian, Calderwood Financial supports clients across the UK. We have particular expertise in working with professional women, widows and those going through divorce proceedings. Our clients come to us for support with retirement planning, savings, tax and personal protection needs. Calderwood Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. SJP Approved 05/12/2022
- Website
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www.calderwoodfinancial.co.uk
External link for Calderwood Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Edinburgh & West Lothian
- Type
- Self-Owned
- Specialties
- Financial planning for women, Advice following bereavement, Protection, Taxation, Pension Planning, Investment Planning, Retirement Planning, and Advice prior to divorce
Locations
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Primary
Get directions
Edinburgh & West Lothian, GB
Employees at Calderwood Financial
Updates
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A fun night with Strathberry!
Last night I was delighted to host an evening with Strathberry for some of my amazing clients and their guests. I love working with these ladies and wanted to say thank you for being truely fabulous. Whilst there may not be an obvious link between gorgeous handbags and financial planning, one couldn’t exist without the other! Thank you to Lee-Ann and team for making us feel so welcome 💕 Alison Marr Denise Treanor Sarah Henderson Justine Mitchell Drejmyr Jessica Katie Aghabala Leigh Peddie Rosemary Spenke Emily Shields
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