Caliber Financial Management Ltd

Independent Financial Adviser  16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG
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FCA authorised
Last authorised 26th October 2020
Bringing order to the chaos of everyday home finances and helping business owners maximise benefits from their businesses.
We can advise you on
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Corporate pension
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Employee benefits
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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 risk
Meet our advisers
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)
£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

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

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