# Caledonia Financial Planning

Caledonia Financial Planning is a RIA.

## Overview

- **Organization type:** RIA

## Regulatory record

- **Reports private funds:** No

## About

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.

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- [INTEGR8 Media](https://altss.com/profile/integr8-media)
- [Hispasat](https://altss.com/profile/hispasat)

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Last updated: 2026-07-06T01:24:13.414Z

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