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Caleb Roberts Financial Management Ltd : Profile

We have been advising clients for many years on all aspects of Savings, Investments and Pensions. We have built a significant client base of satisfied customers. The comments of some of these can be found in the Testimonials section.

 
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This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

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.

Please ensure you read our User Terms, Client Agreement and Privacy statement.


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


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