Calton Wealth Management Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 4 years
Your funds are protected by FSCS
No FCA actions
Active company since 2020
Accounts filed up to 30 November 2024
On its latest accounts it owed £39.5k more than it owned

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

caltonwm.com (opens in a new tab)
Phone number

0131 378 6680
Address

Calton Wealth Management, 8 Rutland Square, Edinburgh, EH1 2AS, United Kingdom

In the full report: 3 background checks

When caltonwm.com first appeared online, and whether it can receive email
What kind of line 0131 378 6680 is
Who else gives the postcode EH1 2AS

Other names (3)

If you were contacted under any of these names, it is this firm.

Calton Trading name: A name it trades under now.
Gameplan Health Trading name: A name it trades under now.
Gameplan Wealth Trading name: A name it trades under now.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (4 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: SC672495 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 28 August 2020 (6 years old)
Registered office: 8 Rutland Square, Edinburgh, EH1 2AS, Scotland
Nature of business: Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Other activities auxiliary to insurance and pension funding (SIC 66290)
Financial management (SIC 70221)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Thomas William Ham	Director	Aug 1980	28 Aug 2020	5 other companies
Laura Jayne Bruce	Director	Jul 1987	19 Dec 2023	5 other companies
Gary Scott Dale	Director	Sep 1971	19 Dec 2023	1 other company

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 8
closed down: 3
run together: 2

In the full report: all 8 companies, named

What each company does, and whether it is still trading
Which of these 3 directors sit on each board, and since when
Any that went into liquidation or administration
The 2 companies these 3 directors run together

Filed accounts and finances

Year to 30 November 2024Full accountsNot audited

Turnover

£1.88m

Not compared: the previous accounts cover a different length of time

Profit before tax

−£76.5k

Not compared: the previous accounts cover a different length of time

Net assets

−£39.5k

Down £30.3k from −£9,146

Cash at bank

£34.1k

−77% from £148k

Net assets are negative: on its last balance sheet the company owed £39.5k more than it owned.

Assets and liabilities

In the full report: all 4 years of accounts

Every year from 2021 to 2024
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC672495. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Calton Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (14)

2023

24 February 2023

The Calton Holding Group Ltd took control (75–100% of shares)
Thomas William Ham gave up control

Companies House

2021

2 December 2021

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2020

28 August 2020

Incorporated at Companies House
Thomas William Ham took control (75–100% of shares)

Companies House

In the full report: all 14 events

All 14 events in its history (6 shown here)
Every director appointment and resignation: 3

Firms connected to Calton Wealth Management

Other FCA-listed firms that share a director, phone number or address with Calton Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 3
share its postcode: 3

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates

Firms like Calton Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Edinburgh

4ways Financial Solutions LLPEdinburghAuthorised 56 Wealth Management LimitedEdinburghAuthorised A1 Financial Solutions LtdEdinburghAuthorised Alpha Wealth LimitedEdinburghAuthorised Alva Wealth LimitedEdinburghAuthorised Aspire Wealth Management LimitedEdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Calton Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

8 other companies its directors have run, named
3 background checks on its contact details
4 years of accounts, charted
All 14 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Calton Wealth Management Ltd FCA authorised?

Yes, Calton Wealth Management Ltd (FRN 958604) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Calton Wealth Management’s phone number and website?

The FCA register lists the phone number 0131 378 6680 and the website caltonwm.com for Calton Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Calton Wealth Management a scam or clone?

Calton Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Calton Wealth Management?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Calton Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Calton Wealth Management?

Calton Wealth Management is owned by The Calton Holding Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 24 February 2023. Before that, it was controlled by Mr Thomas William Ham.

Who runs Calton Wealth Management?

Companies House lists 3 directors of Calton Wealth Management: Thomas William Ham, Laura Jayne Bruce and Gary Scott Dale.

How long has Calton Wealth Management been in business?

The company was formed on 28 August 2020, and has held its current FCA authorisation since December 2021.

What do Calton Wealth Management’s latest accounts show?

Its latest accounts, to 30 November 2024, show turnover of £1.88m (not compared: the previous accounts cover a different length of time) and profit before tax of −£76.5k (not compared: the previous accounts cover a different length of time).

Does Calton Wealth Management use any other names?

It trades as Calton, Gameplan Health and Gameplan Wealth.