Calculis Financial Planners Limited

Independent Financial Adviser 4a The Horsefair, Romsey, Hampshire, SO51 8EZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
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
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Alex Pegley FPFS
Director
Accreditations
Chartered Financial Planner
Christopher Moseley DipPFS
Financial Adviser
What our clients say
We have used Chris Moseley at Calculis to sort out my 9 frozen pensions and consolidate them into one managed fund, he and his team arranged all the transfers for us with no problems. We now have one managed fund which despite the poor interest rates is performing well. We have regular updates from Chris advising on switching funds after Brexit. We are now much happier with the funds being in one place and we can check how they are performing on a daily basis if we need to. After 6 months we received an update on our portfolio in book form explaining everything in an easy to understand format. Calculis is a very professionally run company and we would have no hesitation in recommending them to any of our friends or family.
David & Tracy Bulpett, Chandlers Ford
From the outset Paul and more recently Chris have been excellent advisors. They and all the Calculis staff are a real pleasure to deal with. The results of their advice is plain to see in the statements we receive and the newsletter is a great way of keeping updated on general trends. I have recommended Calculis to many friends and will continue to do so.
Steve Counsell, United Kingdom
I thank Chris for all his help and sound advice in plain English for my pension arrangements which have shown great growth over the years. Great service from Calculis and their charges are fair given the performance of my protfolio. I can recommend their services for investments or pension advice. Thank you
Michel Vanden-Eynde, United Kingdom
Our investments have been looked after by Chris Moseley and his colleagues at Calculis for some years now. Everyone there has always been very responsive and helpful. Just as important: I can always count on Chris to be very clear and open with me I feel confident that I can leave matters with Chris and his colleagues, knowing that they will do their considerable best to look after our interests, day-by-day and month-by-month, especially during difficult and uncertain times.
David Gallagher, Hampshire
I have used Calculis for a year now. Chris and the staff are always very friendly when we have seen them. They are keeping me up to date on my investments as promised, and making regular quarterly suggestions for my portfolio.
Gill Young, Chandlers Ford
I've known Alex for many years and have always found his advice and recommendations for my personal finances and pensions to be honest, realistic and impartial. Recently he's arranged to consolidate several pensions and I value the regular newsletters his team send via email on a regular basis, particularly as a valuable means of being kept informed during uncertain economic times. I must add that whenever I have met or spoken with any of the team - Chris, Karen, Hannah amongst others, they have always been most helpful, friendly and professional.
Matthew Newman, Hampshire
Always gives good sound advice in Plain English that anyone can understand yet in a totally professional manner. The advice and investment of my pension has seen growth of 75% in 5 years.
Alan, Wrexham
I appreciate Alex’s personal contact and his understanding of our personal requirements. I am confident that our future financial affairs are well places and will be well managed in his hands. He is always available and prompt to answer any queries I may have.” Alex had the ability to provide his financial advice after carefully reviewing and understanding the clients needs. One can discuss the issues and feel that the advice given has been chosen for your benefit, that is he is working in your best interest. The charges I believe are fair and are justified by the advice given and the performance of the portfolio. Many thanks in advance for your help.
Douglas, Hampshire
Alex at Calculis has provided an objective review of both my wife’s and my financial position, including pension advice. The regular reviews Alex arranges ensure we have an opportunity to discuss any concerns and provides a high level of confidence. So far the investments have out performed our expectations showing that Alex provides realistic predictions for a given accepted risk profile. Alex explained in simplistic terms options available and why he was recommending a particular investment. Alex is very approachable, will listen to your questions and give a realistic explanation with recommendations. Provides a trustworthy service.
Bob, Hampshire
I was very fortunate to be introduced to Chris whilst seeking advice on whether my retirement provisions were adequate. At our first meeting I was impressed by his professionalism and knowledge of everything I was looking to achieve. The personalised service has given me so much more confidence in the future. What I really appreciate is that if I have any questions, Chris has always replied to me straight away rather than leave me waiting and I cannot recommend him highly enough.
Tony, Bournemouth
Chris explained my pension options very clearly, especially with all the changes due in April 2015. Various discussions took place and Chris always explained all the options available, which gave me reassurance and comfort knowing I was well looked after.
Michel, Hampshire
Since accepting responsibility for our financial affairs, Chris has acted with exemplary professionalism. He has ensured that we are aware of all matters pertinent to our situation and, whilst retaining personal interest, has given regular information with commendable results. I would unreservedly recommend him, and Calculis, to anybody seeking personal and professional financial services.
Peter, Northamptonshire
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Calculis Financial Planners Limited is authorised and regulated by the Financial Conduct Authority. FCA No: 619754. Registered in England & Wales, Company Number 7853517.

Similar advisers near you

Independent Financial Adviser 0.34 mi
We give honest, impartial, affordable advice and service which you can trust to meet your needs for life.
 
Independent Financial Adviser 1.29 mi
 
 
Independent Financial Adviser 4.7 mi
I provide clear, trusted and independent financial advice to private clients and small businesses locally.
 
Independent Financial Adviser 4.71 mi
An experienced Pension Transfer Specialist with the support our Pension Transfer Centre to ensure excellent and timely services.