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Welcome to Caleb Roberts Financial Management Ltd
Independent Financial Adviser
 
Buy Online Research Tools
 
  With profits bonds
With Profit Bonds quotation
  Pensions
Pensions quotation
  Mortgage Protection
Competitive cover for your peace of mind
  Income protection (PHI)
Income Protection quotation
  Mortgage Payment Protection
Protect your mortgage payments
Contact Information
Head office
Tel: 029 2049 1874
Fax: 029 2048 2835
Email: cardiff.financial@caleb-roberts.co.uk
Address: 8a
The Maltings
East Tyndall Street
Cardiff
CF24 5EZ
Brecon office
Tel: 01874 622478
Fax: 01874 611564
Email: cardiff.financial@caleb-roberts.co.uk
Address: Caleb Roberts Financial Management Ltd
13 The Bulwark
Brecon
Powys
LD3 7AD
 
Your initial consultation is free of charge, at which point we'll discuss how we charge for our advice. We can do this by fixed fee, hourly fee, commission or a combination of these; the choice is entirely yours.
 
House Prices
As at Nov/11
Avg. £161731
Index 1.20%
Src: Nationwide Building Society
Detail...
Bank Base Rate
As at Nov/11
Rate 0.50%
Src: Bank of Eng.
Detail...
Retail Prices
As at Nov/11
Index 5.20%
Src: HM Treasury
Detail...

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Caleb Roberts Financial Management Ltd is authorised and regulated by The Financial Services Authority. Caleb Roberts Financial Management Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 497107.

The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning, Advice on Bank and Building Society Accounts.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

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Registered Office: Wylcwm Place, Knighton, Powys, LD7 1AE Registered Number: 6823280


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