Insights Blog

Caldwell Financial

Specialist Financial Adviser to UK limited company directors, business owners, high-net-worth individuals and families.

Contact details

Email: info@caldwellfinancial.co.uk

Belfast: 02890 133385

Caldwell Financial is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/).

Caldwell Financial is entered on the FCA register under Reference Number 1038319.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

Inheritance Tax, Estate Planning and Trusts are not regulated by the Financial Conduct Authority.

Approver: Quilter Financial Services Ltd 28/07/2025

London: 0204 6182023

Book a meeting