Specialist Advice | Calderwood Financial

Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

I know how difficult it is to juggle your family and home life, your career and your finances. I can work alongside you to give you the confidence to make sense of your financial life and become financially secure.

Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.

The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.

I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

I know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.

I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Lucy Logan

Calderwood Financial

Copyright St. James's Place © 2025

Quick links

Get in touch

Contact me

Connect

Copyright St. James's Place © 2025