Calvert Financial Solutions

Financial Adviser (Restricted Whole of Market) 62 Moray Park Terrace, Culloden, Highland, Inverness, IV2 7RW
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
3rd December 2018
Pensions experts, specialising in Defined Benefit (Final Salary) pensions, we help you understand the jargon and your choices.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Long term care
    • Wealth management
    • Capital gains tax
Meet our advisers
adviser-person
Thomas Calvert DipPFS
Pensions expert
What our clients say
I've known Tom for a long time - hard working, committed expert - trust him - he cares and delivers.
Mark Hodgson, Aberdeen
Where to find us

62 Moray Park Terrace, Culloden, Highland, Inverness, IV2 7RW

Contact us
About us

We are pension specialists capable of providing advice on Defined Benefit (or Final Salary) pensions. Also, consolidation of multiple pensions for maximum efficiency.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Final Salary Scheme transfers are not suitable for everyone and most people would be worse off in retirement by transferring.

Our services

We offer a personal service including face to face meetings wherever possible.

We provide unbiased analysis of all retained pension benefits and appropriate recommendations for improvement.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Calvert Financial Solutions is a trading style of Thomas Calvert who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under references 440703 and 440718.

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