Caliber Financial Management Ltd
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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
Wonderful people. Wonderful service. We literally do not know what we would have done without them. Wound recommend Caliber FM unreservedly to anyone.
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
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.
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.
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!
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Headway Wealth | ★ 5,0 | 162 | No |
| 2 | 147 Financial Services Ltd | ★ 5,0 | 70 | No |
| 3 | Caliber Financial Management Ltd (this page) | ★ 5,0 | 47 | No |
| 4 | Lyndhurst Financial Management Limited | ★ 5,0 | 44 | No |
| 5 | Wealth Matters | ★ 4,8 | 32 | No |
