With greater certainty comes
the freedom to enjoy life.

Financial Planning and Investment Management

Start Your Journey

How We Help Our Clients

At Calton, we support you, your family, and your business to achieve your financial aspirations and protect your future.

 

With our team of experienced financial advisers and wealth management experts, we provide tailored solutions designed specifically for you.

Meet the team
First of three

Our Mission

Our approach is deeply rooted in our core values, which guide every interaction and decision.

 

We empower clients to achieve financial clarity and freedom, fostering loyalty through trusted relationships. Together, we strive for excellence and set new standards in principled financial stewardship.

about financial planning
two of three

Why We Do What We Do

We believe in ensuring everyone has access to financial stability and peace of mind. We aim to guide you through the complexities of wealth management with expert advice, strategic planning, and steadfast support every step of the way.

 

By building long-term relationships founded on trust and transparency, we aim to positively impact the lives of those we serve.

about investment management
three of three
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Our Values

At Calton, our values aren’t just words on paper; they’re the guiding principles that shape every interaction and decision we make, all focused on delivering unparalleled value and benefit to our clients.

Integrity & Client Empowerment

Our commitment to integrity ensures that every recommendation and action we take aligns with our client’s best interests. By empowering our clients with transparent and ethical guidance, we give them the clarity and control they need to confidently navigate their financial journeys.

Our commitment to integrity ensures that every recommendation and action we take aligns with our client’s best interests. By empowering our clients with transparent and ethical guidance, we give them the clarity and control they need to confidently navigate their financial journeys.

Excellence & CLient Loyalty

Excellence isn’t just a goal; it’s our standard. By delivering exceptional service and results, we earn the loyalty of our clients. This loyalty is not just a testament to our success but also a reflection of their trust and confidence in us to safeguard and nurture their financial well-being.

Collaboration & Client Understanding

We understand that every client is unique, so collaboration is at the heart of everything we do. By working closely with our clients and genuinely listening to their needs, we develop customised solutions that align perfectly with their goals and aspirations, ensuring that every decision is in their best interest.

Education & Client Confidence

Knowledge is power, and we believe in enabling our clients with the information and insights they need to make informed decisions about their financial future. Educating and guiding them through the complexities of finance instils confidence, allowing them to take control of their financial destinies with certainty and peace of mind.

Accountability & Collective Success

We hold ourselves accountable to our clients, ensuring we deliver on our promises and commitments. We build trust and strengthen our client relationships by taking responsibility for our actions and outcomes. Together, we celebrate our collective successes, knowing that their prosperity is our ultimate measure of achievement.

Tom Ham
Background quotes symbol

We believe in living by our values to build lasting relationships. Calton was founded on this principle and continues to guide us today.

 

Tom Ham

Group CEO

With greater certainty comes the freedom to enjoy life.

Financial Planning and Investment Management

Start Your Journey

How We Help Our Clients

At Calton, we support you, your family, and your business to achieve your financial aspirations and protect your future.

With our team of experienced financial advisers and wealth management experts, we provide tailored solutions designed specifically for you.

Meet the team

Our Mission

Our approach is deeply rooted in our core values, which guide every interaction and decision.

We empower clients to achieve financial clarity and freedom, fostering loyalty through trusted relationships. Together, we strive for excellence and set new standards in principled financial stewardship.

about financial planning

Why We Do What We Do

We believe in ensuring everyone has access to financial stability and peace of mind. We aim to guide you through the complexities of wealth management with expert advice, strategic planning, and steadfast support every step of the way.

By building long-term relationships founded on trust and transparency, we aim to positively impact the lives of those we serve.

about investment management
Gary Dale
Background quotes symbol

With assured confidence, we
engage with people
as a trusted partner. People look to us
for reassurance.

 

Gary Dale

Chief Commercial Officer
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Why You Might Choose to Work With Us

At Calton, we offer a comprehensive range of financial planning and wealth management services, including:

– Investment Management

– Retirement Planning

– Estate Planning

– Tax Strategies

– Risk Management

– Education Planning

We serve individuals, families, and businesses seeking to build and preserve wealth for generations. Whether you are planning for retirement, saving for your child’s education, or managing your business finances, we provide guidance and support tailored to your unique circumstances and goals.

logo icon

Why You Might Choose to Work With Us

At Calton, we offer a comprehensive range of financial planning and wealth management services, including:

– Investment Management

– Retirement Planning

– Estate Planning

– Tax Strategies

– Risk Management

– Education Planning

We serve individuals, families, and businesses seeking to build and preserve wealth for generations. Whether you are planning for retirement, saving for your child’s education, or managing your business finances, we provide guidance and support tailored to your unique circumstances and goals.

Gary Dale
Background quotes symbol

With assured confidence, we engage with people
as a trusted partner. People look to us for reassurance.

 

Gary Dale

Chief Commercial Officer
logo icon

Services We Offer

    Trust Calton to be your partner in financial planning and wealth management. Contact us today to schedule a consultation and take the first step toward a brighter financial future.

    Financial Planning and
    Cashflow Modelling

    At Calton, we believe in the power of strategic financial planning
    to unlock your full potential. Our expert advisers craft
    personalised plans that encompass your short-term needs and
    long-term goals. Through meticulous cashflow modelling, we
    provide clarity and direction, helping you navigate through life’s
    financial challenges with confidence. Whether managing debt,
    saving for a significant purchase, or building an emergency
    fund, our comprehensive approach ensures every aspect of your
    financial journey is accounted for, paving the way for a secure
    and prosperous future.

     

    wealth management

     

    Financial Planning and
    Cashflow Modelling

    At Calton, we believe in the power of strategic financial planning
    to unlock your full potential. Our expert advisers craft
    personalised plans that encompass your short-term needs and
    long-term goals. Through meticulous cashflow modelling, we
    provide clarity and direction, helping you navigate through life’s
    financial challenges with confidence. Whether managing debt,
    saving for a significant purchase, or building an emergency
    fund, our comprehensive approach ensures every aspect of your
    financial journey is accounted for, paving the way for a secure
    and prosperous future.

     

    wealth management

     

    Wealth Management

    Welcome to Calton’s Wealth Management services, where your
    unique financial aspirations take centre stage. Our dedicated
    team works closely with you to understand your goals
    and objectives, crafting tailored strategies that reflect your
    individual circumstances. Focusing on diversification, risk
    management, and long-term growth, we provide comprehensive
    solutions that align with your values and aspirations. From
    investment management to estate planning, our holistic
    approach ensures your wealth works for you, paving the path
    toward financial freedom and peace of mind.

     

     

    financial coaching

     

    Tax Planning

    As part of our ongoing service, we work diligently to minimise
    your tax liabilities while maximising your savings and benefits.
    Through strategic planning and proactive tax management,
    we ensure you’re making the most of available deductions,
    credits, and exemptions. Whether you’re an individual,
    business owner, or investor, our comprehensive approach
    to tax planning ensures you comply with regulations while
    optimising your tax position. Let us handle the complexities
    of tax planning for your investments so you can focus on
    what matters most – achieving your financial goals.

     

     

    tax planning

     

    Retirement Planning

    Our experienced advisers work closely with you to create a
    personalised retirement strategy that reflects your lifestyle
    preferences and financial aspirations. From assessing retirement
    readiness to crafting income strategies and exploring retirement
    vehicles, we provide comprehensive solutions tailored to your
    unique needs. With a focus on maximising retirement income,
    managing risks, and preserving wealth, our goal is to ensure you
    can retire with confidence and enjoy the retirement you’ve
    always dreamed of.

     

     

    retirement planning

     

    Financial Coaching

    Embark on a journey to financial empowerment with Calton.
    Our advisers are seasoned coaches, not just here to guide you
    but to support you every step of the way. They help you navigate
    life’s financial complexities with confidence and clarity. Their
    ongoing guidance and actionable insights will empower you
    to make informed decisions, overcome financial hurdles, and
    achieve your goals. Whether you’re looking to manage debt,
    build savings, or improve your financial literacy, our
    programme equips you with the tools and knowledge
    to take control of your financial future.

    logo icon

    Services We Offer

    Trust Calton to be your partner in financial planning and wealth management. Contact us today to schedule a consultation and take the first step toward a brighter financial future.

      Financial Planning and Cashflow Modelling

      Unlock your potential with strategic planning and precise cashflow management.

      At Calton, we believe in the power of strategic financial planning to unlock your full potential. Our expert advisers craft personalised plans that encompass your short-term needs and long-term goals. Through meticulous cashflow modelling, we provide clarity and direction, helping you navigate through life’s financial challenges with confidence.

      Whether managing debt, saving for a significant purchase, or building an emergency fund, our comprehensive approach ensures every aspect of your financial journey is accounted for, paving the way for a secure and prosperous future.

       

      Wealth Management

      Let your financial aspirations take centre stage with our tailored strategies.

      Welcome to Calton’s Wealth Management services, where your unique financial aspirations take centre stage. Our dedicated team works closely with you to understand your goals and objectives, crafting tailored strategies that reflect your individual circumstances. Focusing on diversification, risk management, and long-term growth, we provide comprehensive solutions that align with your values and aspirations.

      From investment management to estate planning, our holistic approach ensures your wealth works for you, paving the path toward financial freedom and peace of mind.

       

      Tax Planning

      Say goodbye to tax stress with our expert planning and management.

      As part of our ongoing service, we work diligently to minimise your tax liabilities while maximising your savings and benefits. Through strategic planning and proactive tax management, we ensure you’re making the most of available deductions, credits, and exemptions. Whether you’re an individual, business owner, or investor, our comprehensive approach to tax planning ensures you comply with regulations while optimising your tax position. Let us handle the complexities of tax planning for your investments so you can focus on what matters most – achieving your financial goals.

       

      Retirement Planning

      Secure your golden years with a personalised strategy for financial freedom.

      Our experienced advisers work closely with you to create a personalised retirement strategy that reflects your lifestyle preferences and financial aspirations. From assessing retirement readiness to crafting income strategies and exploring retirement vehicles, we provide comprehensive solutions tailored to your unique needs.

      With a focus on maximising retirement income, managing risks, and preserving wealth, our goal is to ensure you
      can retire with confidence and enjoy the retirement you’ve always dreamed of.

      Financial Coaching

      Your adviser enhances your performance over the years as you work together.

      Embark on a journey to financial empowerment with Calton. Our advisers are seasoned coaches, not just here to guide you but to support you every step of the way. They help you navigate life’s financial complexities with confidence and clarity. Their ongoing guidance and actionable insights will empower you to make informed decisions, overcome financial hurdles, and achieve your goals. Whether you’re looking to manage debt, build savings, or improve your financial literacy, our programme equips you with the tools and knowledge to take control of your financial future.

       

      quote

      People entrust us with protecting and nurturing their financial well-being. We care for individuals as if they were family, always acting in their best interests.

      Laura Bruce

      Chief Operating Officer
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      Meet Our Team

      With our team of experienced financial advisers and wealth management experts, we provide tailored solutions designed specifically for you.

       

      Meet our team
      more about the team

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