Business Details
Your Trusted Partner for Financial Planning Solutions
At Morrison Personalised Wealth Management, we are dedicated to empowering clients to achieve financial clarity and long-term wealth preservation through strategic, ethical guidance. Our team of experienced financial advisers and wealth management experts delivers tailored solutions designed to align with individual goals, whether for personal, family, or business needs. Rooted in core values of integrity, excellence, and collaboration, we prioritise transparency and trust in every client relationship. With a focus on financial planning, investment management, and holistic wealth strategies, we provide actionable insights to navigate complex financial landscapes.Our commitment to principled financial stewardship ensures clients receive recommendations that prioritise their best interests. By fostering long-term partnerships, we aim to positively impact lives through sustainable financial outcomes. As an authorised firm regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and accountability. Our mission is to transform financial aspirations into achievable realities, enabling clients to enjoy greater certainty and freedom in life.
Services
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Risk Management
Education Planning
Wealth Management
Financial Coaching
Highlights and features
- We provide tailored financial solutions backed by over a decade of industry expertise.
- Our client-centric approach prioritises transparency, integrity, and long-term relationship-building.
- We are authorised and regulated by the Financial Conduct Authority for accountability.
- Our holistic strategies address retirement, tax, estate, and investment planning comprehensively.
- We empower clients with actionable insights to navigate financial complexities confidently.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning services create customised roadmaps to achieve short- and long-term goals. By analysing cashflow, debt, and investment portfolios, we develop actionable strategies for wealth growth and risk mitigation. Clients benefit from ongoing guidance to adapt plans as life circumstances evolve.
Wealth Management
Wealth management focuses on optimising financial resources through diversified investment strategies and estate planning. Our team tailors solutions to align with client values, ensuring sustainable growth while minimising tax liabilities and preserving intergenerational wealth.
Tax Planning
Tax planning services identify legal opportunities to reduce liabilities through strategic deductions, credits, and exemptions. We ensure compliance with evolving regulations while maximising savings for individuals and business owners across multiple jurisdictions.
Retirement Planning
Retirement planning assesses current financial status to build sustainable income streams. We design pension strategies, evaluate retirement vehicles, and manage risks to ensure clients maintain their desired lifestyle during post-employment years.
Financial Coaching
Financial coaching provides ongoing education and support to improve financial literacy. Advisers work closely with clients to develop budgeting skills, debt management techniques, and wealth-building habits for lasting financial independence.
People
Tom Ham
Group CEO
Tom Ham leads Morrison Personalised Wealth Management with a vision for principled financial stewardship. With extensive industry experience, he drives strategic growth while maintaining a client-first ethos that underpins all business decisions.
Gary Dale
Chief Commercial Officer
Gary Dale oversees commercial strategy at Morrison Personalised Wealth Management, focusing on expanding client relationships and service innovation. His leadership ensures solutions remain aligned with evolving market demands and client needs.
Laura Bruce
Chief Operating Officer
Laura Bruce manages Morrison Personalised Wealth Management's operational excellence, ensuring seamless service delivery. Her expertise in process optimisation supports the firm's commitment to providing efficient, client-centric financial solutions.
Questions
What financial services does Calton offer?
Calton provides financial planning, investment management, retirement planning, tax strategies, estate planning, and financial coaching tailored to individual, family, and business needs.
How does Calton ensure ethical financial advice?
As an FCA-authorised firm, we adhere to strict regulatory standards and prioritise client interests through transparent, conflict-free recommendations aligned with our core values.
Who are Calton's typical clients?
We serve individuals, families, and businesses seeking long-term wealth management solutions, including retirement planning, tax optimisation, and intergenerational wealth transfer strategies.
Is Calton regulated by financial authorities?
Yes, Calton Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under reference number 958604.
