Alex Pegley - calculis limited


2 Eastgate House, Andover, SP10

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Inheritance Tax, Pensions, Wealth Management, Investment Planning, Financial Planning - Business
Qualifications: Associateship Examination, Advanced Financial Planning Certificate, Certificate in Mortgage Advice, Certificate in Financial Planning and Lifetime Mortgages Activities, Certificate in Financial Planning and Long-Term Care Insurance, Pensions simplification, Chartered Financial Planner, Taxation and Trusts, Pensions, Long term care, life and health protection, Trusts, Pension funding options, Pension income options, Retirement Options, Pensions Investment Options, Saving and Investment
Years as a regulated adviser: 12
Remuneration method: Fee
FSA Registration Number: 471000 (Check this)

Hampshire-based calculis is Independent Financial Adviser and one of fewer than 100 Chartered Financial Planner firms in the UK.
calculis specialises in advising private clients on all aspects of Wealth Management, in particular Inheritance Tax Planning, Investment Management, Retirement Planning and Options, Self-Invested Personal Pensions (SIPPs) and Care Fees Planning.
calculis also advises corporate clients on Tax-Efficient Executive Remuneration Packages, Employee Benefit Programmes and Company Pension Schemes and Group Personal Pensions (GPPs).

Alex has 10
years experience and is a Chartered Financial Planner and regular
contributor to both the national and financial press and has been
featured on BBC Radio across the South of England.
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