Calton Wealth Management
Calton Wealth Management offers financial planning and investment management services for individuals, families, and businesses. The company has a team of financial advisers who provide planning and guidance.
- Tax Strategies
- Estate Planning
- Risk Management
- Education Planning
- Financial Coaching
- Cashflow Modelling
- Retirement Planning
- Investment Management
Locations
Company Details
Calton Wealth Management is operated by Calton Wealth Management Ltd and is a Active company incorporated on 28 August 2020 with the registered office located in Edinburgh, City of Edinburgh. Calton Wealth Management Ltd was registered 5 years ago.
Status
Active
Size
Micro
Directors
3
Age
5 years old
Employees
3
Turnover
Unreported
Total Assets
£314.54K
Cash in Bank
£148.29K
Total Liabilities
-£323.69K
Teams
17
10
4
4
3
1
2
Chief Executive Officer • Joined Jun 2023
Executive Director, Head Of Edinburgh Office • Joined Sep 2024
Non Executive Director • Joined Mar 2022
Non Executive Director • Joined Oct 2023
Chief Financial Officer • Joined Dec 2023
Wealth Manager • Joined Mar 2021
Director Of Financial Planning • Joined Jul 2023
Head Of Marketing And Communications • Joined Apr 2024
IFA • Joined May 2023
Financial Planner • Joined Dec 2024
Chief Financial Officer • Joined Dec 2023
Wealth Manager • Joined Mar 2021
Director Of Financial Planning • Joined Jul 2023
IFA • Joined May 2023
Financial Planner • Joined Dec 2024
Independent Financial Adviser • Joined Nov 2023
Financial Planner • Joined Jan 2025
Chartered Financial Planner • Joined Aug 2023
Independent Financial Advisor • Joined Apr 2023
Independent Financial Advisor • Joined May 2022
Non Executive Director • Joined Mar 2022
Non Executive Director • Joined Oct 2023
IFA • Joined May 2023
Independent Financial Adviser • Joined Nov 2023
Chief Executive Officer • Joined Jun 2023
Non Executive Director • Joined Mar 2022
Non Executive Director • Joined Oct 2023
Chief Financial Officer • Joined Dec 2023
Head Of Marketing And Communications • Joined Apr 2024
Chief Executive Officer • Joined Jun 2023
Executive Director, Head Of Edinburgh Office • Joined Sep 2024
Director Of Financial Planning • Joined Jul 2023
Chartered Fellow Financial Planner • Joined Nov 2023
. • Joined Dec 2024
View 17 members