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Caliber Financial Management Ltd

Caliber Financial Management Ltd

5.0(47 reviews)See reviews ↓·Luton

What customers say

Based on genuine customer reviews

Luton clients with pensions and investments built up over many years describe a consistently professional and personal service from Caliber Financial Management, with advisers Patrick McAneney, Mathew Tyler, Tom Newland and Patrick Mcentee singled out for their expertise and patience. A point made in several accounts is the clarity with which complex matters are explained, including the transfer of an overseas personal pension. Reviews time and again mention home consultations, where individual needs are properly assessed, and questions answered either at the meeting or afterwards by email in straightforward language.

Managing pension portfolios and retirement investments is a recurring theme, with customers noting sound returns at a reasonable cost and a transparent, accessible approach. Regular reviews are valued, as is the willingness to give guidance between scheduled appointments. Courtesy from the wider team and flexibility to changing requirements also feature. Clients describe relationships lasting a decade or more and advice that has proved dependable throughout, with several expressing satisfaction at having their finances handled by the same adviser over that time.

Financial AdvisorInvestment companyInvestment servicePension office

Reviews

Reviews are taken from publicly available sources.

ML
Malcolm Lewis6 January 2026

Caliber Financial Managment Ltd Posting review in progress 0% Malcolm Lewis Posting publicly across Google Following over 30 years in the Republic of Ireland I returned to the UK in 2007. Caliber and particularly Patrick Mcentee helped me transfer my personal pension from Ireland to the UK, which was a challenging process at that time. Since then Patrick and Caliber have invested my pension fund successfully and over a period in excess of 15 years advised me on a variety of financial issues. I look forward to our annual meetings and know Caliber are no more than a phone call away at any time. I can vouch for Caliber's continued customer focus and I value any advice I receive from them. Consequently I have no problems in recommending them to advise on and manage clients wealth portfolios and am prepared to provide personal recommendations to anyone who is considering using their services. Malcolm Lewis C.Eng., M.Sc., B.Sc., Add photos and videos

PM
Paul Mendelson13 December 2025

Wonderful people. Wonderful service. We literally do not know what we would have done without them. Wound recommend Caliber FM unreservedly to anyone.

MH
Mary Hollingdale13 December 2025

I am extremely grateful to Patrick for looking after my finances. After my beloved husband died 9 years ago. I needed advice and he was kind and explained everything with compassion. Thank you Patrick

DS
Deborah Sutton15 January 2025

I have been a client of Caliber for many years. I cannot speak too highly of them my finances are managed by Tom Newland. Tom is kind patient and extremely knowledgeable. He gives me clear helpful advice that I am able to understand.

GB
Gary Bacon24 November 2024

I have found that the service has been excellent throughout the years I have been with Caliber Financial. Whenever I contact my adviser, he always gets back to me quickly and presents any information required in a way that I understand.

BM
Bill Mather24 November 2024

I don't have a complex portfolio. However, all my pension funds are in the care of Caliber, and have been for many years. They provide me with a good service, at a modest fee and have achieved a sound return on my investments. They are transparent and fully accessible. There is no reason to award Caliber anything less than 5 stars!

LR
Lynda Roe24 November 2024

Patrick has been looking after my finances for several years now. I’ve always had expert advice, well explained and easy to understand. We have annual meetings to discuss any changes he feels would benefit me and is always willing to talk and give advice in between our regular meetings. All in all I would recommend Caliber Finance to anyone who wants unbiased, carefully thought out financial help without feeling pressured.

Financial advisers in Luton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Luton are compared.

RankProviderRatingReviewsOpen Sat.
1Headway Wealth★ 5,0162No
2147 Financial Services Ltd★ 5,070No
3Caliber Financial Management Ltd (this page)★ 5,047No
4Lyndhurst Financial Management Limited★ 5,044No
5Wealth Matters★ 4,832No
Contact
+441525375286www.caliberfm.co.ukFirst Floor, 5 Doolittle Yard, Ampthill, Flitwick, Bedford MK45 2NW
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed