# Callidus Wealth

- **Website:** <https://calliduswm.co.uk>
- **Primary alias:** `calliduswm.co.uk`

## Description

Callidus Wealth Management is an independent financial planning practice based in Edinburgh, serving families across Scotland. Established in 2013, the firm helps people approaching or enjoying retirement gain clarity about their finances and confidence in the choices ahead. Its work begins with clients’ lives and goals, rather than a standard financial template, addressing questions such as when to retire, how much they can spend, how to support family members, and how to prepare for changing circumstances.

The firm provides personalised retirement planning and investment guidance, using evidence-based strategies rather than trying to predict market movements or chase performance. It also helps clients stay focused on their plans during periods of market uncertainty. Callidus emphasises clear, simple fees and offers a free, no-obligation discovery meeting for people considering its services. The practice is deliberately small, aiming to make financial planning personal. Callidus Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority and is registered in Scotland. Its office is at 21 Young Street, Edinburgh.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Callidus-Wealth-Management-Ltd-359471320851013)
- [twitter](https://twitter.com/CallidusWealth)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id3BfAfGpm/w/1200/h/371/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793054378499)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id3BfAfGpm/w/400/h/400/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1793054378934)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Celery | #b2ce5f | accent |
| Burnham | #012d21 | dark |
| Moss Green | #bcdeb0 | light |

## Fonts

- Figtree — asset _(custom)_
- Figtree — asset _(custom)_

## Imagery

- banner _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id3BfAfGpm/w/1500/h/500/idnuVnx7wk.png?c=1bxid64Mup7aczewSAYMX&t=1793054378739)

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_Source: <https://brandfetch.com/calliduswm.co.uk>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._