Caliber Financial Management Ltd

Independent Financial Adviser 16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG
FCA verified
19th November 2018
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
adviser-person
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
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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

Similar advisers near you

Independent Financial Adviser 2.24 mi
Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
 
Financial Adviser (Restricted Whole of Market) 3.85 mi
With over 25 years experience you can rely on receiving professional tailored advice built on an ongoing relationship.
 
Independent Financial Adviser 3.99 mi
Top 250 Rated UK Adviser. Low fees and exceptional customer service. Read the reviews on our Unbiased profile.
 
Independent Financial Adviser 4.71 mi
Let us review your pension schemes from past jobs and show you how to get the best out of them!