Caliber Financial Management Ltd

Independent 18 Harmill, Grovebury Road, Leighton Buzzard, Beds, LU7 4FF
Response rating
7.0 /10
FCA verified
14th October 2019
Caliber Financial Management's approach is to build and maintain good working relationships through communication, trust and honesty.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Patrick McAneney Dip PFS
Independent Financial Adviser
adviser-person
Roger Yates FCII FPFS
Where to find us

18 Harmill, Grovebury Road, Leighton Buzzard, Beds, LU7 4FF

Make an enquiry
About us

A Chartered Practice with a focus on providing advice rather than selling
products. A Chartered Practices has to offer access to more highly qualified
advisers than most IFAs.
No charge for initial discussion in your home or
our offices. We also offer access to Will writing & tax planning services.

Remuneration is discussed and agreed at outset with options to pay by fees,
commissions or a combination of both.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0