About Us

Independent Financial Advisers

Caledonia Asset Management Ltd are Independent Financial Advisers authorised and directly regulated by the Financial Services Authority (FSA). Based in the heart of Edinburgh's financial district, we specialise in offering a bespoke service to Pension Trustees, corporate entities and individual clients throughout the UK. Our independent financial advice is tailored to each client's situation and is individual to them.

Managing Director J Gordon Forbes has over 20 years experience in financial services. An FSA registered pensions specialist, IFA (independent financial adviser), and a member of the Pension Management Institute Trustee Group, Gordon heads up a team that adopts a 'can do' attitude which has regularly achieved positive outcomes for clients previously frustrated by financial institutions or other professional advisers. As a result, the company has built up an enviable reputation for solving pension problems.

Clients introduced through the Pension Problems website will receive definitive advice from Caledonia Asset Management Ltd. Distance is no bar to becoming a client, as most cases can be dealt with on the phone, by post or email if it is not practical for clients to come to us or us to go to them. We offer a free initial assessment of your situation after which any work agreed will be carried out following completion of the appropriate compliance procedures.