What makes us different?
It is possible to find other financial advisers, some of which will be independent, owner-managed, highly experienced and with a strong balance sheet. If you look a little harder, you might be able to find that others are chartered financial planners and, of course, authorised and regulated by The Financial Conduct Authority.
What will be hard to find, in addition to all of the above, is a dedicated team of highly qualified specialists who have created a unique set of planning tools, based on many years’ experience.
The senior staff members at Calculis recognise that, for many, entrusting a lifetime’s wealth to others and getting the right investment advice is a decision which takes a great leap of faith. Every day, at Calculis, new and current clients make that decision, because they recognise that we know instinctively that it’s not all about the numbers, but about people, their dreams and the aspirations behind the numbers which really matter.
That’s why we spend time asking you about yourself: questions based on experience of over 30 years, your replies to which then enable us to create a bespoke plan which fits your needs – now and into the future.