Caller Financial Solutions Ltd
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- 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
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Long term care
- Long term care
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Financial planning
- Wealth management
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
The Nook, Old Rectory Lane, Bratton Fleming, Barnstaple, Devon, EX31 4TG
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.
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.
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