Caliber Financial Management Ltd

Independent Financial Adviser 16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG
FCA verified
17th June 2019
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 critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
Meet our advisers
Roger Yates FCII FPFS
Managing Director
Where to find us

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

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.

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

Caliber Financial Management is an Appointed Representative of Caliber Financial Associates Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company No. 6298180

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