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