Calton Wealth Management 30 Melville Street, Edinburgh EH3 7HA
About the Business
Welcome to Calton Wealth Management, a leading financial institution nestled in the heart of Edinburgh. We are dedicated to providing bespoke wealth management services to our clients, helping them to grow, preserve and pass on their wealth to future generations.
At Calton Wealth Management, we understand that financial planning can be a daunting and complex task. That's why our team of experienced advisors is here to guide you through your unique financial journey, whether you are an individual, family, or business owner. We take the time to understand your financial aspirations, risk tolerance, and investment preferences, so that we can tailor our services to meet your specific needs.
Our comprehensive wealth management services cover a wide range of disciplines, including investment planning, retirement planning, tax planning, estate planning, and more. We believe that a well-rounded financial plan should not only focus on accumulating wealth, but also on protecting wealth and creating a legacy for future generations.
Located in the historic city of Edinburgh, our offices are easily accessible from all areas of the city. Our team of professionals is committed to providing our clients with exceptional service and personalized attention, ensuring that every client receives the highest level of care and attention.
In addition, we are widely recognized for our innovative approach to wealth management, which emphasizes the importance of sustainable and responsible investing. We believe that investing in companies that are socially and environmentally responsible is not only good for the planet, but also for our clients' financial well-being.
As a point of interest in Edinburgh, Calton Wealth Management is committed to giving back to our community through charitable giving and community involvement. We believe that by making a positive impact in our local community, we can create a more sustainable and prosperous future for us all.
If you're looking for a trusted partner to help you navigate your financial journey, look no further than Calton Wealth Management. Contact us today to schedule a consultation with one of our experienced advisors, and begin building your path to financial success.
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Friendly, competent and trustworthy."
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