Caliber Wealth Management Ltd

Based in Milton Keynes, with our client and administration offices in Leighton Buzzard, Caliber Wealth Management delivers advice and service to clients predominantly in the northern home counties, east midlands and London.  

Caliber's principal is Paul Herbert, who is a Chartered Wealth Manager with over 30 years experience as a financial services professional.  Paul is also a Certified Financial Planner and a Chartered Fellow of the Institute for Securities and Investments.

Caliber specialises in understanding your hopes for the future and then designing a bespoke strategic plan to achieve those goals whilst helping to minimise risk.

We help private clients manage their pension funds, investment portfolios, establish inheritance tax planning, set appropriate long-term goals, quantify & manage risk and establish a strategic plan to prioritise & achieve those objectives.

Our client review service continues to manage the risks, provides gentle course corrections to the plan and maximises the chances of long term goals being achieved.