Calton Wealth Management

Independent Financial Adviser  21 Young Street, Edinburgh, EH2 4JB
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FCA authorised
Last authorised 13th September 2021
We deliver financial peace of mind so you can make confident choices about how you want to live.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
Meet our advisers
Tom Ham DipPFS
Founder & Director
About us

As Wealth Managers & Financial Planners, we’ll focus on you and use your wealth to create the life you want to live. By taking this approach our clients develop peace of mind and financial wellbeing.

Our services

We'll help take what may seem a complicated and technical process such as investing or pension planning, create a plan aligned with your goals and needs, then take actions required to deliver it.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

21 Young Street, Edinburgh, EH2 4JB

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