About Cailean
Cailean
was first established in 2008 and has grown to become a respected Independent Financial Adviser firm. We are proud that our business has grown through recommendations and that we have the pleasure of advising several generations within our clients’ families. This is largely due to being committed to providing appropriate advice, being easy to deal with and acting in clients’ best interests at all times.
All the team have worked in financial services for many years and our experience allows us to provide a range of services tailored to suit the needs of both individual and corporate clients.
Who Are Cailean?
Cailean
are a company that care about clients and keep clients' interests at the heart of the business. We really enjoy helping individuals and businesses understand and make the most of their financial situation, as well as take pride in building long term client relationships. The ongoing review service, which you can sign up to, is designed to demonstrate the added value of working with Cailean.
Cailean Provide
A financial planning service tailored to your needs that will aim to help you understand where you are financially, where you want to go and what you need to do to get there. Once your plan is in place, it can be reviewed with you on a regular basis, by signing up to one of our ongoing service options, to see if any changes are needed to stay on track. There can be many changes in life - some planned and others that are unexpected. If your aims have changed, a new plan can be created for you.
Cailean Care
When you become a client, we become a team. Care is always taken to work with you so that you understand your financial plan and what it aims to achieve. Reviewing your finances can be scary in many ways, but it is a big help to work together with someone who understands you and that you trust will act in your best interests.
Cailean Listen
The more information you provide and the more open you are, ensures the best advice is given and tailored to your exact needs. Sometimes the small pieces of information can be the most important.
Cailean Vision
We aim to help you understand your finances better, try and make your money work well for you, and aim to give you greater security by implementing a financial plan you can engage with.
Contact Cailean Today
For more information about our services, contact us now:
0131 510 1971
(Edinburgh) or 01383 630 003
(Fife).
You can also send a message via the enquiry form on the
Contact page.
Your Data
The General Data Protection Regulation (GDPR) came into law in the UK on May 25th, 2018. It replaces the 1998 Data Protection Act and introduces new rules on privacy notices, as well as processing and safeguarding personal data. Read More.
