Based in Milton Keynes, with 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 Member of the Institute for Securities and Investments.
Caliber specialises in understanding your specific circumstances and concerns, your hopes for the future and then designing a bespoke solution to get you where you want to be. We then present these solutions to you in a way that is easily understood, help you implement them and monitor them with you over time.
We help private clients manage their pensions (including under the new pensions flexibility rules), manage their investment portfolios, consider pension transfers (including from final salary schemes), minimise inheritance tax, set appropriate long-term goals, quantify & manage risk and establish a strategic plan to prioritise & achieve those objectives.
Clients value our expertise because our client review service continues to manage the risks, provides gentle course corrections and maximises the chances of long term goals being achieved.
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