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Caledonia Financial Planning
Caledonia Financial Planning provides investment advisory services, including corporate retirement, wealth, tax, and retirement planning, mortgage advice,...
Overview
Caledonia Financial Planning provides investment advisory services, including corporate retirement, wealth, tax, and retirement planning, mortgage advice, and investment management. The firm, based in Hamilton, Scotland, serves high net worth individuals and corporate clients with comprehensive financial planning solutions. It was acquired by Succession Wealth in 2016.
General information
Firm type
RIA
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