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Roger Yates
Caliber Financial Management
Telephone us on 0845 475 0123
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