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Working with Calton just makes things really easy for us. It makes life just exactly what we wanted it to be in retirement, without any worries or concerns.

 

Mrs C Patrick

Fife

Frequently Asked Questions

Integrity & client empowerment

Choosing Calton ensures personalised strategies crafted for your unique circumstances and goals.

Choosing Calton ensures personalised strategies crafted for your unique circumstances and goals.

Is professional advice necessary for me?

While the need for advice varies, our experienced team offers valuable insights and guidance for complex financial decisions.

How does the advisory process work?

Our process begins with a comprehensive assessment followed by a personalised plan, providing ongoing support and guidance.

What safeguards are in place?

Calton adheres to strict regulatory standards and maintains comprehensive professional indemnity insurance to safeguard your interests.

accountability & collective success

Fees vary based on the complexity of your needs. We offer transparent fee structures, ensuring clarity before commencing any work.

Where are meetings held?

Meetings are conducted at our offices in Edinburgh, Peebles, or London, or via video chat for initial discussions.

Where are meetings held?

Metered parking is available near our Edinburgh and Peebles offices. Our London office is accessible from Oxford Circus and Goodge Street stations.

Do I have to pay for an initial meeting?
Initial meetings are complimentary with no obligations from either party.
What do I need to bring to an initial meeting?
Bring yourself, your partner if applicable, and an open mind.
How long should I allow for an initial meeting?
Initial meetings typically last between 60 and 90 minutes.
How can I book an initial meeting?
Contact us via webform, email, or phone to schedule an appointment.
Are you independent?

Yes, we’re passionately independent, putting our clients at the forefront of everything we do.

What do you charge for a financial plan?

We charge a fixed fee based on the complexity of your situation, agreed upon after the initial meeting.

Do you receive commission?
We do not receive commission for investment or pension work. Commission options for insurance are disclosed, and you may opt for a fee instead.
Start your journey

Frequently Asked Questions

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Why Choose Calton for financial guidance?

Choosing Calton ensures personalised strategies crafted for your unique circumstances and goals.

Is professional advice necessary for me?

While the need for advice varies, our experienced team offers valuable insights and guidance for complex financial decisions.

How does the advisory process work at Calton?

Our process begins with a comprehensive assessment followed by a personalised plan, providing ongoing support and guidance.

What safeguards are in place to protect my interests?

Calton adheres to strict regulatory standards and maintains comprehensive professional indemnity insurance to safeguard your interests.

What are the fees associated with Calton's services?

Fees vary based on the complexity of your needs. We offer transparent fee structures, ensuring clarity before commencing any work.

Where are meetings held?

Meetings are conducted at our offices in Edinburgh, Peebles, or London, or via video chat for initial discussions.

Do you have parking?

Metered parking is available near our Edinburgh and Peebles offices. Our London office is accessible from Oxford Circus and Goodge Street stations.

Do I have to pay for an initial meeting?

Initial meetings are complimentary with no obligations from either party.

What do I need to bring to an initial meeting?

Bring yourself, your partner if applicable, and an open mind.

How long should I allow for an initial meeting?

Initial meetings typically last between 60 and 90 minutes.

How can I book an initial meeting?

Contact us via webform, email, or phone to schedule an appointment.

Are you independent?

Yes, we’re passionately independent, putting our clients at the forefront of everything we do.

What do you charge for a financial plan?

We charge a fixed fee based on the complexity of your situation, agreed upon after the initial meeting.

Do you receive commission?

We do not receive commission for investment or pension work. Commission options for insurance are disclosed, and you may opt for a fee instead.

Start your journey
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Working with Calton just makes things really easy for us. It makes life just exactly what we wanted it to be in retirement, without any worries or concerns.

 

Mrs C Patrick

Fife
Calton: Financial Life Certainty

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