Caliber Financial Management Ltd

Independent Financial Adviser  16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG
FCA authorised
Last authorised 26th July 2021
Bringing order to the chaos of everyday home finances and helping business owners maximise benefits from their businesses.
We can advise you on
Corporate pension
Employee benefits
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group risk
Meet our advisers
MR Roger Yates FCII FPFS
Managing Director
About us

Founded in 1997 we are a founding member of the "Caliber Financial Associates" Group, of 8 local Independent Financial Adviser practices.

Our services

As a Chartered practice we are qualified to give advice in all areas and have Clients ranging from small investors to large companies. We mainly cover wealth management, risk management, retirement planning, and Inheritance Tax planning, but also deal routinely with mortgages, equity release and long term care issues.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG

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