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Calder Wealth looks after the numbers for small businesses, founders and families across Edinburgh. Fixed monthly fees, a named adviser who answers the phone, and clear advice that helps you keep more of what you earn.
Accounts
Bookkeeping
Reconciled books every month, so you always know where your cash is going.
Find out moreWhy Calder Wealth
Everything you need, nothing you don't.
The details that make Calder Wealth the easy choice for clients in Edinburgh.
Fixed monthly fees
One price agreed upfront. Phone calls and emails are always included, so you never hesitate to ask.
A named adviser
The same chartered accountant every year, who knows your business and picks up the phone.
Cloud-first
Live numbers in modern software, bank feeds connected and receipts captured from your phone.
Proactive tax planning
We review your position before the year ends, while there's still time to make a difference.
Business and personal
Company accounts, your own tax return and long-term financial planning under one roof.
Secure by default
Encrypted client portal, two-factor sign-in and strict data handling for every document you share.
How it works
Getting started is simple.
Here's what to expect when you choose Calder Wealth, from first hello to the finished result.
Step 1
Get in touch
Reach us online, by phone or in person and tell us what you're after.
Step 2
We tailor it to you
We listen, answer your questions and shape everything around what you need.
Step 3
Enjoy the result
Our advisers take care of the details, then check in to make sure you're happy.
Still have questions? Read the FAQ
Reviews
Moving to Calder Wealth was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.
Hannah Ellis
Founder, Ellis & Rowe Interiors
0 average from 300+ clients in Edinburgh
Get started
Ready when you are. Book a call today.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.
- Fixed monthly fees
- A named adviser
- Cloud-first
- Proactive tax planning
- Business and personal
- Secure by default