Our team
Meet the advisers.
Friendly experts who genuinely care about their work.
0+Clients we look after
£0mTax saved for clients last year
Rachel Moore
Managing Partner, FCA
Meet the team
The people behind Calder Wealth.
Founded Calder Wealth after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors.
Also on the team
James CalderChartered Financial PlannerLeads our wealth team. Helps families plan retirement, pensions and inheritance with straight-talking advice.
Sophie GrantHead of AdvisoryFormer FD who now acts as part-time finance director for growing businesses across the region.
Daniel PriceTax Manager, CTAChartered tax adviser who makes Self Assessment, property tax and MTD feel straightforward.
Priyanka ShahR&D Tax SpecialistEngineer turned tax adviser. Has prepared more than 200 R&D claims for tech and manufacturing companies.
Liam O'ConnorPayroll LeadRuns payroll for over 1,800 employees each month and has never missed a pay day.
Clients we look after0+
Tax saved for clients last year£0m
Average Trustpilot rating0★
Client retention0%
Careers
Do the best work of your career at Calder Wealth.
Join a friendly, clinically ambitious team in Edinburgh. We invest in training, protect your time and care about the people we look after.
Funded training & courses
Matched pension
28 days holiday + birthday off
Staff discount
Wellbeing support
Flexible hours
Open roles
4 positions
Client Manager (ACA/ACCA)
Full-time37.5 hrs / week, hybridEdinburghTrainee Accountant
Full-time37.5 hrs / week, study supportEdinburghParaplanner
Full-time37.5 hrs / weekEdinburgh or remotePayroll Administrator
Part-time25 hrs / weekEdinburgh
Don’t see your role? We’re always keen to hear from great people.
Email your CV to hello@calderwealth.co.ukGet 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
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