Calculis Financial Planning Limited

Independent Financial Adviser  4a The Horsefair, Romsey, Hampshire, SO51 8EZ
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FCA authorised
Last authorised 26th October 2020
As Chartered Financial Planners, Calculis combine detailed financial knowledge and understanding, with a passion for helping realise our clients' dreams.
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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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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group risk
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Long term care
Meet our advisers
Christopher Moseley DipPFS
Financial Adviser
Alex Pegley FPFS
Director
About us

With collectively 30 years’ experience in financial services, our qualified Directors, Alex Pegley and Chris Moseley, work closely with clients, providing the very best in tailored advice to suit your specific short, medium and long-term goals.

Alex is a Chartered Financial Planner and a regular contributor to both national and financial press, including The Independent and BBC Radio Solent. As a qualified Financial Planner, Chris and has worked in financial services for over a decade, gaining extensive technical knowledge, client familiarity and industry experience.

Our services

We advise our clients on all aspects of wealth management, but have developed a particular reputation as Inheritance Tax, investment strategy and retirement planning specialists. Our team of highly qualified specialists keep abreast of markets, trends and changes to taxation and legislation to ensure we can give you the best advice at the right time.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

4a The Horsefair, Romsey, Hampshire, SO51 8EZ

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