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Meet Roderick

Wealth Manager

Professionally

Rod is a qualified Financial Adviser and member of the Personal Finance Society. He also holds a degree in Economic & Social History from the University of Glasgow.

Prior to joining Calton Wealth Management, Rod trained and qualified at a national law firm. He is also exam-qualified as a Pension Transfer Specialist.

Rod looks to provide a very client-focused service and ensure that they feel involved throughout the financial planning process.

Qualifications

  • Diploma in Regulated Financial Planning
  • AF7 – Pension Transfer Advice
01313 786 680 randerson@caltonwm.com

Personally

Away from work, Rod is keen on his sport and will likely be found either playing hockey or on the golf course.

Whilst they both have busy lifestyles, when time allows Rod and his girlfriend love to travel and explore new spots in Edinburgh.

In the spotlight

The three qualities that draw me to new people are:

Good smile, sense of humour and kindness.

The three people at my dream dinner party would be:

Billy Connolly, Freddie Flintoff, Thierry Henry

When the dessert menu arrives, I’m looking for:

Sticky Toffee Pudding, always

My favourite holiday destination is:

Portugal

If I could turn any activity into an Olympic sport, I would win a medal in:

High pressure parallel parking

Contact us

If you’re interested in speaking to us please get in touch, we’d love to hear from you.

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