Alexander Calder Financial Limited

Restricted - Whole of Market  35 Carlton Road, Worksop, Nottinghamshire, S80 1PD
First meeting at adviser's own cost
Established for over 20 years we have built and maintain our relationships on ensuring our clients are at the centre of everything we do. Our traditional values combine well with modern thinking to ensure an efficient supportive service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Gregg Bartram Dip PFS
Managing Director and Senior Financial Planner

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.

Mr Nigel Ruff
Senior Financial Planner
Mr Martin Hibbert
Financial Planner
Miss Lucy Mortimore
Financial Planner
Mr Steve Uttley
Financial Planner
Mr Paul Rodgers
Financial Planner
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 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 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 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.

Where to find us
Head office address: 35 Carlton Road, Worksop, S80 1PD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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