Financial Advisor Profile
Just click below to contact this Financial Advisor now!
Personal Details
| Paul Ormerod Caliber Financial Management Ltd & Assetwise Assoc Ltd |
|
|---|
 |
Address: | 10 Wingbury Courtyard Business Village Wingrave Aylesbury Buckinghamshire HP22 4LW |
|---|---|---|
 |
|
|
Qualifications:
PFS - Member by Diploma, IFS - Certificate in Lifetime Mortgages, CII - Diploma in Financial Planning, CII - Certificate in Financial Planning, CII - Certificate in Equity Release
Services:
Saving for children, Equity Release, Pension and Retirement, Mortgages, Tax Planning, Insurance & Protection, Investments & Savings, General Financial Planning
ÂŁ100k of investable assets or household income
Promotion
| Client eligibility: |  |
| Free 1 hour initial discussion |  |
|---|
More About Me
Caliber Financial Management Ltd is a new breed of professional independent financial advisory practice with a higher level of qualification.One of the first IFA practices to be granted “Chartered” status. Caliber Financial Management Ltd was formed specifically to meet the demanding criteria for a Chartered Practice.
The Financial Advisers within the business have a wealth of financial services experience in all areas, as well as a high level of formal qualification and the business can trace its origins back more than 40 years.
The benefits of Chartered status.
As well as all of the benefits you would expect from an Independent Financial Adviser, a Chartered Practice also offers clients:
• Professionalism and Competence demonstrated by the highest level of formal qualification, and a commitment to maintain it.
• Objectivity and an authorisation to advise in all financial planning matters.
• A focus on providing advice rather than selling products.
• Integrity and Confidentiality. The security of dealing with advisers that adhere to a strict code of conduct.
• No set agenda for remuneration through fees or commission – simply an ethos of Client Agreed Remuneration by whatever method you prefer.
About Our IFAs
Why our IFAs are among the best:
- Reviewed & rated by clients
- Authorised by the Financial Services Authority
- Fully independent
- Paid only by you - no commissions, no bias
Contact this IFA now for a FREE no obligation discussion
Other IFAs in the area
Michael Freedman BPH Wealth Management LLP