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  11. Caller Financial Solutions Ltd

Caller Financial Solutions Ltd

Independent Financial Adviser  The Nook, Barnstaple, EX31 4TG
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FCA authorised
Last authorised 8th August 2022
The strength of our business is the strength of our team.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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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)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

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