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.

Paul Ormerod has worked in Banking and finance for 22 years and holds specialist qualifications in pensions and mortgages. Having previously worked for large insurance companies, Paul became an Independent Financial Adviser when he joined the business in 2003,
and is now a Director.