0+ yrsexperience
Bookkeeping
Rachel Moore
Managing Partner, FCA
Founded Calder Wealth after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors.
About Calder Wealth
Built around our clients.
The people, principles and story behind Calder Wealth.
0+Clients we look after
£0mTax saved for clients last year
Why Calder Wealth
Four reasons clients trust Calder Wealth.
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.
- 01
Fixed monthly fees
One price agreed upfront. Phone calls and emails are always included, so you never hesitate to ask.
- 02
A named adviser
The same chartered accountant every year, who knows your business and picks up the phone.
- 03
Cloud-first
Live numbers in modern software, bank feeds connected and receipts captured from your phone.
- 04
Proactive tax planning
We review your position before the year ends, while there's still time to make a difference.
Mission & values
Our mission is simple: be the easiest yes for everyone in Edinburgh.
Independent and locally run. We answer to our clients, not to shareholders.
Rachel MooreManaging Partner, FCA- 01
People first
We take the time to listen. Every conversation starts with you, not a ticket number.
- 02
Real expertise
Our advisers are experienced, properly trained and genuinely good at what they do.
- 03
Rooted in Edinburgh
Local partners, local suppliers and a lot of local clients. We're proud to be part of Edinburgh.
- 04
Easy to reach
Call, message or drop in. Quick, clear answers without the runaround.
- 05
Honest advice
If something isn't right for you, we'll say so, even when it means less business for us.
- 06
Privacy, always
Your details stay private and secure. We never sell or share your data.
Trusted in Edinburgh
Numbers we're quietly proud of.
Real numbers from Calder Wealth, updated every month.
Clients we look after0+And counting
Tax saved for clients last year£0mUp this year
Average Trustpilot rating0★+18% year on year
Client retention0%Every month
Meet the team
The people behind Calder Wealth.
Experienced advisers who know Edinburgh, take the time to listen and get the details right.
0 yrsexperience
Year-end Accounts
James Calder
Chartered Financial Planner
Leads our wealth team. Helps families plan retirement, pensions and inheritance with straight-talking advice.
0 yrsexperience
VAT Returns
Sophie Grant
Head of Advisory
Former FD who now acts as part-time finance director for growing businesses across the region.
0 yrsexperience
Payroll & Pensions
Daniel Price
Tax Manager, CTA
Chartered tax adviser who makes Self Assessment, property tax and MTD feel straightforward.
0+ yrsexperience
Management Accounts & CFO
Priyanka Shah
R&D Tax Specialist
Engineer turned tax adviser. Has prepared more than 200 R&D claims for tech and manufacturing companies.
0 yrsexperience
R&D Tax Credits
Liam O'Connor
Payroll Lead
Runs payroll for over 1,800 employees each month and has never missed a pay day.
Reviews
Loved by clients across Edinburgh.
Hundreds of five-star reviews and counting. Here's what clients say about Calder Wealth.
Verified on Trustpilot
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.
H
2 weeks agoHannah Ellis
Founder, Ellis & Rowe Interiors
Google
“I used to dread January. Now I upload receipts through the year and my return is filed by November. The fee pays for itself.”
Trustpilot
“They found an R&D claim our previous accountant had missed for three years. Clear, thorough and no percentage fees.”
Google
“Our planner made retirement feel manageable. We know what we can spend each year and what we're leaving the kids.”
0average 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.