Chartered Financial Planners
As an Independent Chartered Financial Planning firm, our specialist team are dedicated to creating and managing our clients’ wealth. We combine detailed financial knowledge and understanding, with a passion for helping realise clients’ dreams and aspirations.
With collectively 30 years’ experience in financial services, our qualified Directors, Alex Pegley and Chris Moseley, work closely with clients, providing the very best in tailored advice to suit your specific short, medium and long-term goals.
How We Can Help
Focused on exceeding expectations and providing lasting value in the years ahead, we provide individuals, companies and professional partners with a range of services.
Your savings and investments should work to achieve your goals; be they retirement, a one-off purchase or simply to underwrite growth. With this in mind, our experienced Directors work closely with clients to create bespoke strategies that help meet your specific goals, whilst complementing your appetite for risk. To download the Calculis Portfolio performance monthly review, click here.
Whether you are approaching retirement or are still a long way off, pension planning should be a priority. Once you strip away the reams of legislation and simplify what has become a highly-complex system, pensions are essentially a highly tax-efficient form of savings.
Not all investments are tax-efficient; some are more so than others. By conducting a thorough assessment of your financial situation, we can create a bespoke plan, tailored to your situation.
When you retire, you have flexibility and options open to you. You may need a guaranteed income, a tax-free lump sum or a mixture of the two.
Wealth management is about so much more than simply managing your investment portfolio. It is about liaising with you to fully understand both your short and long-term goals.
While life assurance is a matter that few wish to dwell on, it is an essential element of wealth management. The financial implications of your death are something that loved ones should never have to worry about.
BOOK YOUR FREE MEETING
Many clients have entrusted members of the senior team to manage and develop their finances, over many years.
To find out why, call to arrange a free initial meeting to discuss your plans or concerns on 01794 525500.
Download the Calculis pension reform guide