This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 and invest heavily in providing an ongoing review service working with clients for many years.
Our principal prides himself on the fact that his very first client when he joined financial services in March 1988 remains a client today.
Our total team of 15 have broad experience including specialist knowledge of employer pensions and helping employers engage their employees in planning for the future. There is a strong knowledge of using effective tax planning when investing and a dedicated mortgage team of 4 highly respected within the area.
We care about our clients and this is demonstrated by our extremely high client retention.
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 operate a ‘plan:do:review’ approach as we help you build a financial strategy to secure your future, that of your family, or for those within your workplace.
If we are the right solution for you we look forward to working with you soon.
Alexander Calder Financial is a trading style of Lyncombe Consultants Ltd which is authorised and regulated by the Financial Conduct Authority under firm reference number 618025
Registered in England and Wales No. 06030940
Registered address: Lyncombe Consultants, C/O Sense Network Ltd, The Brookdale Centre, Manchester Road, Knutsford, WA16 0SR
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