What makes us different is our focus. It's not on money, it’s on you and what you need to live the life that you want to lead.
Our first conversation won’t be about money. It will be about your life and what you want to achieve. We look at the whole picture strategically, which is what sets us apart.
Our first conversation won’t be about money. It will be about your life and what you want to achieve. We look at the whole picture strategically, which is what sets us apart.
Our planning fees are based on time and complexity, not the amount of money you have. Not all projects result in investment, we often help with retirement or estate planning where we don’t manage underlying assets.
Our planning fees are based on time and complexity, not the amount of money you have. Not all projects result in investment, we often help with retirement or estate planning where we don’t manage underlying assets.
After years of training, always putting you, the client, first. We know how to create a pathway to what you want. So there’s no need to worry. It’ll be painless, we promise!
After years of training, always putting you, the client, first. We know how to create a pathway to what you want. So there’s no need to worry. It’ll be painless, we promise!
Although we will talk about a serious subject we’ll help you enjoy the process. We are professionals. We are very experienced. But we’re human too.
Although we will talk about a serious subject we’ll help you enjoy the process. We are professionals. We are very experienced. But we’re human too.
Because we are independent, we can recommend a solution that’s right for you from the whole of the market. Knowing this, we can focus on what is important. Getting you to where you need to be.
Because we are independent, we can recommend a solution that’s right for you from the whole of the market. Knowing this, we can focus on what is important. Getting you to where you need to be.
Calton Wealth Management was founded by Tom Ham in 2020. Tom decided to leave his position as a senior adviser with a national law firm in order to develop a business combining Wealth Management and Financial Planning. We pride ourselves on being modern in outlook and process, alongside core values of honesty and reliability.
Tom's belief is that real financial planning delivered with a focus on client's aspirations can change lives. This will be achieved in an engaging, informal and professional manner.
To download our brochure for more information, please click here.
90 %
of our clients were very satisfied that we understood their needs, goals and objectives
100 %
would recommend us to their family, friends and work colleagues
100 %
believe working with us has helped them achieve their financial goals
Working with Tom has made our life in retirement exactly what we wanted it to be.
Tom wanted to understand what we wanted of our life, before looking at the numbers.
I'm able to maintain the lifestyle I want while planning out my ideal financial future.
Contact us
If you’re interested in speaking to us please get in touch, we’d love to hear from you.
