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About Us

Bonum Wealth has over 30 years of experience in financial planning and wealth management. Bonum Wealth is proud to be independent, not tied or restricted to any one company or provider. This benefits you as independent status ensures Bonum Wealth will always acts in your best interests and those of your family and the next generation when creating planning solutions specific to your needs.

Company directors, Linda Gilbert and Stephen Grimes, are Chartered Financial Planners. Being chartered is an important industry accolade and is considered the “gold standard” for professional financial planners in the UK. This qualification supports the practical experience which Stephen and Linda have gained over three decades in financial services. The two go hand in hand ensuring you receive high quality advice and guidance in line with regulatory requirements and ethical standards.

The word ‘bonum’ is Latin for good. We work with good people, providing good advice and good planning solutions. Our core values are at the heart of businesses:

  • Trust
  • Integrity
  • Expert knowledge
  • Precision

Combining these values with our professional standards and behaviours is key to providing you with a personalised, trustworthy and reliable service for many years to come.

Bonum Wealth specialise in financial planning and wealth management – working with you to help you achieve your financial goals and the future life plan you wish to achieve.

Our Team

Linda Gilbert

Director/Chartered Financial Planner

Stephen Grimes

Director/Chartered Financial Planner

Cara Gilbert

Financial Planning Support

Jan Caldwell

Client Support

Linda Gilbert

Director/Chartered Financial Planner

Chartered Financial Planner and member of The Society for Trust and Estate Practitioners. I deliver high-quality financial planning advice which makes a real difference for people.  

I have a wealth of experience in pension and investment management, working with clients to create tax efficient plans for their future and take great pleasure in seeing those plans evolve and come to fruition over the years. 

I work predominantly with wealth clients, providing appropriate financial solutions and long-term plans to meet their needs in their lifetime, as well estate planning solutions for that later day.

In my spare time I enjoy spending time with my family and keeping fit. At the weekend, its long lazy bike runs – which always involve a food stop!

e: linda@bonumwealth.co.uk

Stephen Grimes

Director/Chartered Financial Planner

Chartered Financial Planner and ACIBS (Associate of Chartered Institute of Bankers in Scotland). I have been delivering high-quality financial planning advice to clients for over 20 years.  

I have a wealth of experience in pension, investment management and corporate planning, working with clients to create tax efficient plans for their future. I enjoy spending time with clients at our review meetings to evaluate how the planning has helped them achieve their financial goals. 

I work predominantly with company directors and wealth clients, providing appropriate financial solutions and long-term plans to meet their needs now and in the future.

In my spare time I enjoy spending time at the gym, travelling and eating out. In the winter it’s all about skiing and planning the next trip to the Alps.

e: stephen@bonumwealth.co.uk

Cara Gilbert

Financial Planning Support

I have been working in the Financial Services industry for over 5 years. I hold the CII’s Diploma in Financial Planning Qualification, achieving Pension Transfer Specialist status and the Certificate in Paraplanning along the way. Continuing my education, I am currently studying towards CII’s Advanced Diploma in Financial Planning and Chartered status.

Over the course of my career I have specialised predominately in pensions and use this previous training in my role with Bonum Wealth. My main role is to provide support for Bonum Wealth’s advisers, helping with the planning and ongoing servicing to assist clients with their financial goals.

In my spare time, I enjoy taking part in various activities and competitions with my local Young Farmers club. As a food fanatic, I love eating good food and regularly dine out at the weekend. I also really enjoy exploring new places, especially when I’m abroad and in the sunshine!

e: cara@bonumwealth.co.uk

Jan Caldwell

Client Support

I started my career with Bank of Scotland, working in various locations in and around Glasgow. I achieved my banking qualifications early on which allowed me to progress to a professional Relationship Manager position looking after the needs of personal customers within the Bank’s Private Banking Service.

After many enjoyable years with the Bank, I decided to move on to Handelsbanken taking on an exciting new challenge when their first office opened in Scotland.

Since opting for a career change, I am now delighted to be part of the team at Bonum Wealth, assisting clients and the advisers with administrative tasks and ongoing client support.

In my free time I love to hill walk and go to the gym but my new passion is travelling in my Nissan Elgrand campervan conversion “Ella”.

e: jan@bonumwealth.co.uk