Calder Finance

Calder finance Midlands LTD is our regulated independent Financial Advice company that looks after all our clients’ investments, from creation to planning and management. Here, we agree a strategy that fits our client’s needs for future income and capital and meets their tolerance for risk – and this is reviewed at least annually. It is here we also arrange any protection policies that may be needed as part of the overall succession planning.

As every clients needs, attitude to risk and investment experience are different, we ensure everyone is treated as an individual. Unlike many advice firms we do not shoe horn all our clients into one or two providers and products, nor do we restrict ourselves on the funds we can consider for our clients needs.

Instead we complete a detailed research to find the most appropriate provider from the market place and have a research process to consider the most consistent performing funds over 1, 3 and five years. Where appropriate, we can consider model portfolios that aim to match risk or return from some of the best managers in the market with full blown portfolio management if the clients circumstances require it.

Through Calder Finance, we can also look at tax efficient investments that work for inheritance tax mitigation without clients losing that all important control.

 

The Wealth Management Process

 

Services Offered –

  • Retirement Planning
  • Investment Planning
  • Tax Efficient Investments –  Inheritance Tax, Income Tax and Capital Gains Tax
  • Trustee Investment Services
  • Protection Services
  • Business Protection

 

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