Welcome to Calon Wealth Management LTD
your trusted partner in bespoke financial planning and investment advisory. Based at The Mansion House Digital Mansion in Corsham, England, we specialise in crafting tailored strategies that grow, protect, and transfer your wealth efficiently. Whether you’re planning for retirement, preserving family capital, or seeking new investment opportunities, our rigorous, client-centred approach ensures clear guidance every step of the way.
At Calon Wealth Management, we combine deep market insight with a commitment to integrity, professionalism, and long-term client relationships.
Our Services
Explore our range of personalized wealth management services designed to address your specific financial needs and secure your future
Wealth Planning
Our wealth planning services focus on developing personalized strategies that align with your financial objectives, ensuring long-term financial success and security
Investment Advisory
From investment planning to risk management, our advisory services provide you with the insights and guidance needed to make informed decisions and optimize your financial performance
Retirement Solutions
Achieve retirement excellence with our tailored solutions that streamline financial processes, enhance your retirement assets, and drive financial security for your future
Why Choose Us
Expert Financial Advice
Calon Wealth Management LTD offers expert financial advisory services to help individuals and businesses thrive and succeed in today's complex financial landscape. Our team provides tailored solutions to enhance financial performance, drive growth, and achieve financial security
Client-Centric Approach
We prioritise your unique goals and tailor solutions accordingly
Proven Track Record
Our strategies are informed by decades of market expertise and successful outcomes
Transparent Communication
You receive clear, timely updates and honest advice at every stage
Holistic Expertise
From tax planning to estate structuring, we offer comprehensive, integrated services
Our Numbers
At Calon Wealth Management LTD, we believe that transparency is essential for building trust. Below you’ll find key insights into our expertise and commitment. If you have any questions, please don’t hesitate to contact us today
100+
Clients Served
200+
Successful Strategies Implemented
15
Years of Financial Expertise
98%
Client Satisfaction Rate
Financial Expertise
Our financial advisory firm offers a wide range of personalized services tailored to meet the unique needs of individuals and businesses. From wealth planning to investment advisory, we provide expert guidance and solutions to help you achieve financial security and growth
Integrity
Upholding the highest ethical standards in every recommendation
Excellence
Delivering superior service backed by rigorous analysis
Innovation
Continuously adapting strategies in a dynamic financial landscape
Nick William Bennett
Owner & CEO
Nick Bennett brings over 20 years of experience in wealth management, investment strategy, and financial planning. A Chartered Financial Analyst (CFA) charterholder, Nick has guided high-net-worth individuals, families, and entrepreneurs toward achieving their financial objectives. His philosophy centres on in-depth client consultations, evidence-based portfolio construction, and adaptive risk management.
Nick William Bennett, CEO & CEO
Education: BA Economics (University of Cambridge), CFA Charter
Expertise: Asset allocation, retirement planning, tax optimisation, ethical investing
Vision: To redefine personalized wealth management with clarity, diligence, and unwavering client focus
As the driving force behind Calon Wealth Management, Nick personally oversees each client relationship, ensuring bespoke solutions that evolve with your needs.
Our Clients
At Calon Wealth Management, we serve a diverse range of clients, each with unique aspirations and responsibilities:
-High‑Net‑Worth Individuals & Families seeking to preserve wealth across generations
-Entrepreneurs & Business Owners planning exits, succession, or reinvestment strategies
-Professionals & Executives navigating complex compensation packages and tax considerations
-Charities & Trusts requiring oversight to fulfil philanthropic missions
We build long‑term partnerships by listening carefully, understanding your priorities, and adapting plans as life evolves.
Client Testimonials
"Calon Wealth Management LTD exceeded our expectations with their personalized wealth solutions and financial expertise. They have been a true partner in our journey towards financial security and growth."
Tom Sinclair
"The expertise and professionalism of the Calon Wealth Management LTD team are unparalleled. Their tailored financial strategies and hands-on approach have been instrumental in achieving our financial goals."
Alfie Montgomery
"I highly recommend Calon Wealth Management LTD for their exceptional financial advisory services. Their commitment to client success and ability to deliver tangible results make them a valuable asset for financial security."
Emily Carter
"Partnering with Calon Wealth Management LTD was a game-changer for our financial future. Their strategic insights and collaborative approach have empowered us to overcome financial challenges and seize new opportunities."
Charlotte Evans
We welcome the opportunity to discuss how Calon Wealth Management LTD can support your financial journey.
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