Welcome to Calderwood Financial
We are a financial advisory Practice based in Edinburgh and West Lothian, specialising in supporting professionals and business owners in creating lasting financial strategies.
Our clients rely on us for expert guidance on retirement planning, business succession planning, tax-efficient investments, and personal financial protection. Working with clients throughout the UK,
we are passionate about ensuring you, your family and your business have the financial resilience to navigate future challenges and drive business growth.
Clients engage with us for expert guidance in key financial areas:
Investment Management, including Responsible Investing | Wealth Preservation and Inter-generational Planning | Personal Protection Strategies | Retirement Planning | Tax Efficiency
We are deeply committed to ensuring all our clients and their businesses achieve financial resilience, enabling them to confidently manage life's complexities and secure a prosperous future.
What we do
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SJP Approved 16/02/2026
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
