Tom Buck

Tom Buck

Badger Farm, Willow Pit Lane, Willow Pit Lane, Hilton, Hilton, Derbyshire, DE65 5FN
Tom Buck of Calder Financial Ltd is based in Hilton.
Criteria
Min Pension Fund Level: £50,000
Min Wealth Fund Level: £50,000
Education / A summary of my qualifications to date:
SOLLA (Society of Later Life Advisors Accredited)
Level 4 Financial Planning Certification
Level 4 Qualification: Yes
Higher Level Qualifications: No
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)

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Calder Financial Ltd

Calder Financial Ltd

Badger Farm, Willow Pit Lane, Willow Pit Lane, Hilton, Hilton, Derbyshire, DE65 5FN
FCA Number: 586897
Number of Employees:
No. of Financial Advisers: 1

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
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.

They are able to help you with a variety of financial advice requirements including:

Calder Financial Ltd can advise you on:
Pensions & Retirements
Financial Planning
Investments
Mortgage
Equity Release
Final Salary / Defined Benefit Transfer
Life Insurance
Insurance
Commercial Insurance
Debt

Adviser Profile Section
Where to find Calder Financial Ltd:


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