calculis limited is an 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, Investments, Retirement Planning and Options, and Care Fees Planning. We also advise businesses on tax efficient remuneration strategies for senior staff and pension and benefit packages for employees.

The owner/Directors of calculis are Paul Oliver and Alex Pegley. Paul is the managing director and has over 20 years of industry experience, the last 15 as an owner of an IFA practice. Alex has 10 years experience and is a Chartered Financial Planner and regular contributor to both the national and financial press, and BBC Radio Solent.

Platinum Card Benefits

• a free initial consultation

• 20% reduction in our fees or rebate from commission

• 20% share of fees/commissions for any introduced client

Contact

Mortgages and Life Assurance – Chris Moseley (Mortgage Adviser) – chris.moseley@calculis.com, mobile: 07505 649775 , office 01264 332299

Pensions, Investments, IHT Planning, Corporate Advice – Alex Pegley (Chartered Financial Planner, Director) – alex.pegley@calculis.com, mobile 07909 520950, office 01264 332299

Terms & Conditions

JCI Southampton Platinum Card number must be produced at time of booking.