Response rating

10/10

14th August 2017

Alexander Calder Financial Limited

Financial Adviser (Restricted Whole of Market) 35 Carlton Road, Worksop, Nottinghamshire, S80 1PD

First meeting at adviser's own cost

We combine traditional values with modern thinking and techniques

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning

Meet our advisers

Gregg Bartram Dip PFS

Joint Managing Director and Senior Financial Planner

Qualifications & Accreditations Hide qualifications

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Peter Greaves

Senior Financial Planner

Where to find us

About us

All our advisers combine qualifications and experience to provide a programme of financial planning to clients in the corporate and private market. We pride ourselves in putting clients at the centre of everything we do.

Alexander Calder Financial is Appointed Representative of Network Direct Limited which is authorised and regulated by The Financial Conduct Authority.

Our services

Our aim is to listen to your needs and wants and work with you to achieve your goals in the most effective way. Our advice will always put you at the centre of any recommendation and will be appropriate to your needs

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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