Calder Financial LTD

: Badger Farm, Willow Pit Lane, Hilton, Derbyshire, DE65 5FN

: FCA Number: 586897

Number of Employees

No. of Financial Advisers: 1
No. of Employees: 4

We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come.

As independent advisors we work closely to create plans that allow our clients to live the life of their dreams and become financially secure.

Criteria

Min Pension Fund Level: £50,000
Min Wealth Fund Level: £50,000

Fees

Inheritance Tax & Succession Plan: £2,097

Retirement Plan: £1,497

Capital Creation and Preservation Plan: £1,097

Fee Example (Capital Creation and Preservation Plan)

If you invested £25,000, our fee would be our minimum fee = £1,847
·      Investment planning fee of £1,097 plus,
·      £750.00 (Minimum Implementation Fee)
·      Total Fee £1,847 (£1,097 + £750)

If you invested £150,000, our fee would be £3,347
·      Investment planning fee of £1,097 plus,
·      1.5% of £150,000 (£150,000 x 1.5% = £2,250)
·      Total Fee £3,347 (£1,097 + £2,250)

If you invested £300,000, our fee would be £4,847
·      Investment planning fee of £1,097 plus,
·      1.5% of the first £150,000 (£150,000 x 1.5% = £2,250) plus
·      1% of the second £150,000 (£150,000 x 1% - £1,500) of the sum invested
·      Total Fee £4,847 (£1,097 + £2,250 + £1,500)

Social Media

Calder Financial LTD is based in Hilton, has one financial adviser in Financial Services. Calder Financial LTD is registered with the FCA (registration number: 586897). You can check the firm registration with the FCA here.

Calder Financial LTD are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Mortgage
Equity Release
Life Insurance
Insurance
Commercial Insurance
Debt

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Calder Financial LTD from the Motorway

From the M6, take the exit towards A500. Upon reaching the Barthomley Interchange, proceed to take the first exit onto A500. Slight left onto the A50 ramp, signposted for Uttoxeter/Derby.
Once you reach Sideway, opt for the first exit onto A50. Continue directly onto Uttoxeter Road/A50. At the Tean Roundabout, take the second exit onto A50.
At the McDonald's Roundabout, opt for the second exit heading onto Uttoxeter Bypass/A50. At the Derby Road Roundabout, similarly, take the second exit onto Doveridge Bypass/A50.
Upon arriving at the Sudbury Roundabout, take the third exit onto A515. Then, make a left turn onto Leathersley Lane. At Watery Lane, make a slight left turn. Subsequently, make a right turn onto Foston Interchange.
At the roundabout, proceed to take the first exit onto Foston Interchange/A511. At the subsequent roundabout, take the first exit while remaining on Foston Interchange/A511.
Start merging onto Foston - Hatton - Hilton Bypass/A50. At junction 5, opt for the A516 exit to Derby (West). Finally, at the roundabout, take the first exit onto Willowpit Lane and your destination will be on the right.

List of advisers under Calder Financial LTD:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.