Founded in 2004, The Caldy Group Ltd is a privately-owned, independent wealth management firm based in the North West of England. The company specializes in providing personalized financial planning and investment management services to a diverse clientele, including individuals, families, trusts, and businesses. As an entity authorized and regulated by the Financial Conduct Authority (FCA), their core mission is to help clients achieve their financial objectives through tailored advice and a disciplined, long-term investment philosophy.

Founded in

United States