Founded in 1997 we are a founding member of the "Caliber Financial Associates" Group, of 8 local Independent Financial Adviser practices.
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.
16a Mursley Road, Little Horwood, Buckinghamshire, MK17 0PG
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