1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Devon
  8. breadcrumb-arrow
  9. Bratton Fleming
  10. breadcrumb-arrow
  11. Caller Financial Solutions Ltd

Caller Financial Solutions Ltd

Independent Financial Adviser  The Nook, Barnstaple, Devon, EX31 4TG
check
FCA authorised
Last authorised 14th June 2021
The strength of our business is the strength of our team.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Paul Caller Dip PFA
Director
About us

Caller Financial Solutions Ltd is an Appointed Representative of Vision Independent Ltd.
With nearly 30 years of financial services experience (previously with Barclays Bank & Nationwide Building Society) here in North Devon area. I have worked hard to ensure that my clients achieve their financial goals and aspirations through full individual financial planning. I specialise in independent advice for savings and investments, portfolio management, pension & retirement planning, inheritance tax & estate planning. I offer a free no obligation first meeting.

Our services

All of the Vision team have a wealth of experience and financial qualifications having worked previously for a number of Blue Chip companies. By joining Vision, they are now able to offer the very best products and services to all clients, without any undue 'corporate influence' to use in-house offerings, thereby ensuring bespoke advice at all times.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

The Nook, Old Rectory Lane, Bratton Fleming, Barnstaple, Devon, EX31 4TG

Similar advisers near you

Alan Gledhill at Aitana Financial Services
Independent Financial Adviser 5.61 mi
Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
 
See profile
Curtis Netherway Financial Services Ltd
Independent Financial Adviser 5.9 mi
Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
 
See profile
Philip J Milton & Company Plc
Independent Financial Adviser 6.03 mi
Established in 1985, the Company specialises in all aspects of financial planning advice.
 
See profile
AFH Wealth Management - North Devon
Independent Financial Adviser 7.75 mi
Within everything we do the customer comes first and we pride ourselves on making a difference to someone's life.
 
See profile