Cailean Ltd

at 15-16 Queen Street, Edinburgh, EH2 1JE United Kingdom

Cailean Ltd was first established in 2008 and has grown to become a respected Independent Financial Adviser firm.


Cailean Ltd
15-16 Queen Street
Edinburgh EH2 1JE
United Kingdom
Contact Phone
P: 01383 630 003 or 0131 510 1971
Website

Description

A financial planning service tailored to your needs that will help you understand where you are financially, where you want to go and what you need to do to get there. Once your financial plan is in place it will be reviewed with you on an ongoing basis to see if any changes are needed to stay on track. There can be lots of changes in life – some planned and others that are unexpected. If your aims have changed a new plan can be created for you. 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 working together with someone who understands you and that you trust will act in your best interests is a big help. The more information you can provide and the more open you are, the better my advice can be tailored for you. Sometimes the small pieces of information can be the most important.

Company Rating

1 Facebook users were in Cailean Ltd. It's a 8 position in Popularity Rating for companies in Bank/financial services category in Edinburgh, United Kingdom

102 FB users likes Cailean Ltd, set it to 13 position in Likes Rating for Edinburgh, United Kingdom in Bank/financial services category

Exciting day at Cailean today as Bev Kane is now working with us as our paraplanner - happy days!

Published on 2014-12-01 00:31:22 GMT

The new reception area is almost ready to welcome our clients.

Published on 2014-11-21 13:46:38 GMT

My new business telephone number is 01383 630003.

Published on 2013-10-28 13:32:24 GMT

Cailean are a company that care about clients and keep clients interests at the heart of the business. I really enjoy helping individuals and businesses understand and make the most of their financial situation and take pride in building long term client relationships. The ongoing review service is designed to demonstrate the added value of working with Cailean.