With greater certainty comes
the freedom to enjoy life.

Financial Planning and Investment Management

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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.

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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.

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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.

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Who We Are

Our strength lies in our diverse team of financial experts, each bringing a unique blend of expertise, passion, and dedication to our client relationships.

Each team member holds relevant certifications and is committed to ongoing professional development, keeping them at the forefront of financial planning and wealth management.

Meet the Team

Tom Ham

Tom Ham

Group CEO

Laura Bruce

Laura Bruce

Chief Operating Officer

Gary Dale

Gary Dale

Chief Commercial Officer

Mark Polson

Mark Polson

Non-executive Director

Rod Anderson

Rod Anderson

Financial Planner

Jeff Bernstein

Jeff Bernstein

Financial Planner

James Blacklaw

James Blacklaw

Financial Planner

Elliot Guthrie

Elliot Guthrie

Chartered Financial Planner

Trevor Mitchell

Trevor Mitchell

Financial Planner

Ian Morrison

Ian Morrison

Chartered Financial Planner

Richard Murray

Richard Murray

Financial Planning Director

Kathryn Tomlinson

Kathryn Tomlinson

Financial Planner

Start Your Journey
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Join The Calton Team

 

We’re always keen to hear from passionate individuals who share our values and commitment to excellence.

Whether you’re an experienced advisor or just starting your career in financial planning, we offer a supportive and dynamic environment where you can flourish.

Contact us today to explore opportunities.

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