Tom Ham in

Tom Ham

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Calton Wealth Management at Full-time
📍 Edinburgh, Scotland, United Kingdom

Tom Ham is the CEO and founder of Calton Wealth Management, an Edinburgh-based financial planning practice. He focuses on building technology-driven, client-focused advisory businesses to help people achieve their desired lifestyle. He holds a Diploma in Regulated Financial Planning and is actively growing his firm.

Outside of finance, Tom served as a reconnaissance soldier in the British Army Reserve with the Scottish & North Irish Yeomanry. This experience inspired the name of his firm, Calton Wealth, after a hill he used to train on in Edinburgh. He is married to a medical doctor and researcher.

He believes that financial planning is a "force for good" and gets deep joy from helping people demystify their money.

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Experience
18 Years
Current Role
Calton Wealth Management
Job Level
Mid-senior
Location
Edinburgh, Scotland, United Kingdom
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Tom cares about

Lifestyle Financial Planning
Believes the purpose of financial planning is to help people live their lives unencumbered by financial worry.
Wealth Management Tech
Actively building a technology-led business to streamline processes, allowing advisers to focus more on client relationships and advice.
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Career

Work history

Calton Wealth Management
Full-time
3-2021
Director
GamePlan Wealth
2-2014
Light Cavalry Soldier (Reserve)
British Army
6-2015 - 12-2020
Independent Financial Adviser
Aberdein Considine
6-2014 - 6-2015
Wealth Manager
WEALTH at work
In the press

Media appearances

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Education
2013 - 2013
Ceritificate in Discretionary Investment Management - CertPFS (DM)
Chartered Insurance Institute
2013 - 2013
Certificate in Securities Advice and Dealing - CertPFS (Securities)
Chartered Insurance Institute
2012 - 2013
Diploma in Regulated Financial Planning - DipPFS
Chartered Insurance Institute
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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