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ABOUT US |
About Caliber Financial Management Ltd |
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 faces of Caliber Financial Management |
Roger Yates is a Chartered Financial Planner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society. Founder of the business that is now Caliber Financial Management Ltd, Roger was previously a Branch Manager for a major insurance company. |
Tony Segaller is a Fellow of The Chartered Insurance Institute as well as being a Diploma Holder of the Personal Finance Society. He joined the Financial Services industry in 1962 and as well as being an active Independent Financial Adviser, he is an experienced lecturer on pre-retirement courses for major household name employers. |
© Caliber Financial Management 2014 |
Registered in England & Wales Company Number 6298180 |