Caliber Wealth Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
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Financial planning
- Wealth management
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
We specialise in delivering a full financial planning service for those looking to build a long-term relationship with their professional adviser. We work with you to create a Financial Plan to help guide you towards financial independence and use lifetime cash flow analysis and sophisticated financial modelling techniques to help you understand the impact and importance of risk, your current decision-making and priorities on your life goals. We help you implement an agreed plan and then review & monitor the plan with you to ensure that you remain on track to achieve your goals.
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