All your financial requirements at the
touch of a button

If you would like to receive independent financial advice on our specialist areas then please request a free, no obligation, initial consultation today.

CONTACT US NOW

REQUEST A CALLBACK

Welcome to Caliber
Financial Management

Caliber Financial Management is a professional and dedicated company providing independent financial advice to clients in Bedfordshire, Hertfordshire and Buckinghamshire. Our approach is to build and maintain good working relationships through communication, trust and honesty.

EXPLORE OUR SERVICES

Our specialist areas of advice are:

• Retirement Planning

• Pension Planning

• Investment Planning

• Mortgage and Equity Release

If you would like to receive independent financial advice on our specialist areas then please request a free, no obligation, initial consultation today.

Our approach is to build and maintain good working relationships through communication, trust and honesty

Roger Yates

Founder / CEO

READ TESTIMONIALS

Your Caliber advisors

What we do best

We provide an honest, good working relationship
through transparent, trusting communication within Bedfordshire, Hertfordshire and Buckinghamshire

Other services

Inheritance Tax Planning

Are you a married couple with a combined estate of more than £650,000?

Currently the nil rate band is £325,000 per person. This means a married couple can leave up to £650,000 to their children free of inheritance tax. However if you have a combined estate of more than £650,000 any excess will be taxed at 40%. This information is based on our current understanding of HMRC guidelines and taxation which are subject to change. Thankfully there are a number of strategies that can be used to help reduce the impact of inheritance tax.

Life Cover

Do you require life assurance to provide protection for your family or to cover your mortgage?

Caliber Financial Management can provide whole of market quotes to ensure that you receive the most competitive premiums possible for the cover that you require.

We will:

• Establish your needs and objectives.

• Identify the most appropriate type of life cover.

• Obtain the most competitive premiums possible.

IN-PERSON MEETING

We'll discuss at your convenience and provide you with the all the details, time and costs involved.

CONFIRM AND RELAX

Confirm your booking and relax while our trained and certified professionals cater for your needs.

Ready to learn more?

Give us a call and talk to us directly on

01525 375286

Getting in touch is easy.
Use the form below
and request a free consultation today.

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Caliber Financial Management Ltd. is an appointed representative of Caliber Financial Associates Ltd. which is authorized and regulated
by the Financial Conduct Authority. Registered in England and Wales Company Number 6298180.

FINANCIAL ADVICE AT
THE TOUCH OF A BUTTON

Caliber Financial Management Ltd.

18 Harmill, Grovebury Road

Leighton Buzzard

Bedfordshire

LU7 4FF

contact@caliber-fm.co.uk

© 2018. Caliber Financial Management.
All Rights Reserved

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit
www.financial-ombudsman.org.uk

All your financial requirements at the
touch of a button

If you would like to receive independent financial advice on our specialist areas, then please request a free, no obligation, initial consultation today.

Caliber Financial Management is a professional and dedicated company providing independent financial advice to clients in Bedfordshire, Hertfordshire and Buckinghamshire. Our approach is to build and maintain good working relationships through communication, trust and honesty.

Roger Yates

Founder / CEO

Life Cover

Do you require life assurance to provide protection for your family or to cover your mortgage?

Caliber Financial Management can provide whole of market quotes to ensure that you receive the most competitive premiums possible for the cover that you require.

We will:

• Establish your needs and objectives.

• Identify the most appropriate type of life cover.

• Obtain the most competitive premiums possible.

Inheritance Tax Planning

Are you a married couple with a combined estate of more than £650,000?

Currently the nil rate band is £325,000 per person. This means a married couple can leave up to £650,000 to their children free of inheritance tax. However if you have a combined estate of more than £650,000 any excess will be taxed at 40%. This information is based on our current understanding of HMRC guidelines and taxation which are subject to change. Thankfully there are a number of strategies that can be used to help reduce the impact of inheritance tax.

Caliber Financial Management Ltd. is an appointed representative of Caliber Financial Associates Ltd. which is authorized and regulated
by the Financial Conduct Authority. Registered in England and Wales Company Number 6298180.

All your financial requirements at the
touch of a button

If you would like to receive independent financial advice on our specialist areas then please request a free, no obligation, initial consultation today.

Caliber Financial Management is a professional and dedicated company providing independent financial advice to clients in Bedfordshire, Hertfordshire and Buckinghamshire. Our approach is to build and maintain good working relationships through communication, trust and honesty.

Roger Yates

Founder / CEO

Your Caliber advisors

  • RETIRING SOON?

     

    Retiring soon?

    Are you approaching retirement age and about to take your pension benefits?

    • Our advisors will explain in detail the retirement options available to you.

    • How an annuity works and whether this is suitable for you.

    • Explain the advantages and disadvantages of Flexi-Access Drawdown.

    *Source: ABI Research Paper 2010, Annuity Purchasing Behaviour

     

    REQUEST A CALLBACK

  • PENSION REVIEW

     

    Pension Review

    Want to get the best from your existing pension plans?

    • Do you have existing pension plans and want to
    know if they could perform better?

    • Do you feel your current pension policies will fall short
    of giving you the retirement you desire?

    • Want professional advice about the most tax efficient
    ways to save for your retirement?

    If the answer to any of these is “yes”, then
    we can help.

     

    REQUEST A CALLBACK

  • INVESTMENTS

     

    Investments

    At Caliber Financial Management we have a wealthof experience planning and arranging investments of all sizes for clients

    Caliber Financial Management will always ensure that:

    • Our advice is carefully matched to your individual attitude to investment risk.

    • Your money will be invested as tax efficiently as possible.

    • You receive an individually tailored diverse investment portfolio to match your needs and objectives.

     

    REQUEST A CALLBACK

  • MORTGAGE AND EQUITY RELEASE

     

    Mortgage and Equity Release

    Are you considering a Mortgage or Equity Release?

    • We can provide advice on re-mortgages, first time buyers and buy to lets.

    • We also provide advice for clients who are considering Equity Release.

     

    REQUEST A CALLBACK

Caliber Financial Management Ltd. is an appointed representative of
Caliber Financial Associates Ltd. which is authorized and regulated
by the Financial Conduct Authority. Registered in England and Wales
 Company Number 6298180.

All your financial requirements at the touch of a button

If you would like to receive independent financial advice on our specialist areas then please request a free, no obligation, initial consultation today.

Welcome to Caliber Financial Management

Caliber Financial Management is a professional and dedicated company providing independent financial advice to clients in Bedfordshire, Hertfordshire and Buckinghamshire. Our approach is to build and maintain good working relationships through communication, trust and honesty.

Our approach is to build and maintain good working relationships through communication, trust and honesty

Your Caliber advisors

What we do best

We provide an honest, good working relationship through transparent, trusting communication within Bedfordshire, Hertfordshire and Buckinghamshire.

RETIRING SOON?

PENSION REVIEW

INVESTMENTS

MORTGAGE AND

EQUITY RELEASE

FILL OUT A FORM

Here, you'll share some information with us about you and your company / organization via
Contact Form

IN-PERSON MEETING

We'll call you at your convenience and provide you with the service details, time and costs involved.

CONFIRM AND RELAX

Confirm your booking and relax while our trained and certified professionals cater for your needs.

Mr J. McCole

"From start to finish, I received a swift,
personal & professional service."

Mr & Mrs E. Murphy

"We have been delighted with your advice and assistance in taking the tax free benefit from my pension fund. Your help has been greatly appreciated as you made the process simple and straightforward. We would be happy to recommended your services to friends and family."

Mr & Mrs Thompson

"We would have no hesitation in recommending Caliber Financial Management as financial advisers."

Caliber Financial Management Ltd

18 Harmill, Grovebury Road

Leighton Buzzard, Bedfordshire, LU7 4FF

contact@caliber-fm.co.uk

Welcome to Caliber Financial Management

Caliber Financial Management is a professional and dedicated company providing independent financial advice to clients in Bedfordshire, Hertfordshire and Buckinghamshire. Our approach is to build and maintain good working relationships through communication, trust and honesty.

"Our approach is to build and maintain good working relationships through communication, trust and honesty"

Your Caliber advisors

What we do best

We provide an honest, good working relationship through transparent, trusting communication within Bedfordshire, Hertfordshire and Buckinghamshire.

Other services