“Independent Financial Advice is necessary to ensure that you receive the most appropriate products to meet your needs.”
This is the view of Alexander, Calder Financial's Senior Partners Gregg Bartram and Peter Greaves. As Independent Financial Advisers with over 30 years experience between them, they both totally believe in face-to-face advice.
Alexander, Calder Financial of Worksop offer independent financial advice to both private clients and small to medium size companies on a range of subjects including:
- Pensions
- Life insurance
- Mortgages
- Investments
- Inheritance Tax planning
- Health insurance
We believe that value for money should come ahead of pure price. Our fully Independent status ensures that we can deliver value for money solutions to anyone’s financial needs.
Over recent years our business has grown to accommodate 11 Financial Advisers, resulting in larger offices established in Worksop.
Many of our advisers have their own specialist subjects. We also use the services of local Worksop-based accountants and solicitors, providing our customers with a comprehensive service.
We have a strong link with APS Legal and Associates of Worksop, who offer specialist will writing services and estate planning.
Alexander, Calder Financial are able to help clients establish long-term goals and objectives to ensure that their financial provision meets their expectations.
All financial advice is provided within the framework of the Financial Services Authority. Our aim is to go well beyond the minimum standards of advice and service that the regulator requires.
We work with all major life companies and banks and building societies, along with a vast number of specialist investment companies. This ensures we retain the status of Independent Financial Advisers.
Initial meetings are free of charge, during which it is agreed whether we provide additional financial services on a fee basis or the more traditional commission option.
We are happy to meet clients at home, at our offices on Carlton Road, Worksop or at a place of work. A small number of evening appointments are available each week.
Alexander, Calder Financial of Worksop offer everyone the opportunity to seek Independent Financial Advice without obligation.
To make an appointment
please ring 01909 512250 and ask for Kelly.
Please mention The Best of Worksop when calling.