Welcome to Caldwell Financial

Our Mission

At Caldwell Financial, our mission is to help successful business owners and high-net-worth individuals transform profits and accumulated wealth into lasting financial confidence, freedom, and peace of mind.

We’re at our best when working with clients whose financial lives are multi-layered — where thoughtful planning, strategic insight, and personal connection can make a real difference.

Our approach is relationship-led, tax-efficient, and highly personalised. We bring clarity to complex decisions and help our clients align their wealth with their values, goals, and long-term vision.

Because ultimately, it’s not just about the numbers — it’s about creating more time, freedom, and security to focus on what truly matters: family, legacy, and the life you want to lead.

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Testimonials

See what a selection of our clients say about our financial advisory services.

As the Director of Ekstra Accounting Solutions, I first approached Neal for help consolidating multiple pensions from over 30 years of previous employment and for guidance in setting up a new director pension scheme that aligned with both my personal goals and business structure. His advice was clear, practical, and focused on long-term benefits, not just in terms of personal financial planning, but also corporate tax efficiency. If you're a company director considering your pension options, I highly recommend getting in touch with Neal

J Jensen, Director of Ekstra Accounting Solutions

Neal has been a tremendous support to me over the years since I took the leap into self-employment. His corporation tax advice has been invaluable. Considering the unpredictable nature of the construction industry in recent years, knowing I have a solid financial plan in place has brought real peace of mind to both me and my family. I highly recommend Neal to anyone in need of sound similar advice and guidance.

C McAuley, Director at CMP Planning & Design