|
|
WELCOME |
To the new way to choose a Financial Adviser |
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. |
© Caliber Financial Management 2008 |
Registered in England & Wales Company Number 6298180 |
Caliber Financial Management Ltd. is an appointed representative of Caliber Financial Associates Ltd. which is authorised and regulated by the Financial Services Authority |