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Calculis Financial Planners

  1. Romsey
  2. Romsey Finance

Reviews, get directions and contact details for Calculis Financial Planners

Calculis Financial Planners
"We are an independent financial advice firm covering Hampshire and the UK and provide professional and regulated financial advice to individuals and businesses. This includes advice on Pensions, Investments, Mortgages and Protection. We specialise in a long term and holistic planning approach and provide financial advice to over 20,000 clients in the UK."
Address: 4A The Horsefair, Romsey SO51 8EZ, UK
Phone: 01794 525500
State: Hampshire
City: Romsey
Zip Code: SO51 8EZ

opening times

Monday: 8:45 AM – 5:15 PM
Tuesday: 8:45 AM – 5:15 PM
Wednesday: 8:45 AM – 5:15 PM
Thursday: 8:45 AM – 5:15 PM
Friday: 8:45 AM – 5:15 PM
Saturday: Closed
Sunday: Closed

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Reviews
We have used Chris Moseley at Calculis to sort out my 9 frozen pensions and consolidate them into one managed fund, he and his team arranged all the transfers for us with no problems. We now have one managed fund which despite the poor interest rates is performing well. We have regular updates from Chris advising on switching funds after Brexit. We are now much happier with the funds being in one place and we can check how they are performing on a daily basis if we need to. After 6 months we received an update on our portfolio in book form explaining everything in an easy to understand format. Calculis is a very professionally run company and we would have no hesitation in recommending them to any of our friends or family. David & Tracy Bulpett, Chandlers Ford.
From the outset Paul and more recently Chris have been excellent advisors. They and all the Calculis staff are a real pleasure to deal with. The results of their advice is plain to see in the statements we receive and the newsletter is a great way of keeping updated on general trends. I have recommended Calculis to many friends and will continue to do so.
I've known Alex for many years and have always found his advice and recommendations for my personal finances and pensions to be honest, realistic and impartial. Recently he's arranged to consolidate several pensions and I value the regular newsletters his team send via email on a regular basis, particularly as a valuable means of being kept informed during uncertain economic times. I must add that whenever I have met or spoken with any of the team - Chris, Karen, Hannah amongst others, they have always been most helpful, friendly and professional.
“Alex at Calculis has provided an objective review of both my wife’s and my financial position, including pension advice. The regular reviews Alex arranges ensure we have an opportunity to discuss any concerns and provides a high level of confidence. So far the investments have out performed our expectations showing that Alex provides realistic predictions for a given accepted risk profile. Alex explained in simplistic terms options available and why he was recommending a particular investment. Alex is very approachable, will listen to your questions and give a realistic explanation with recommendations. Provides a trustworthy service.”
Our investments have been looked after by Chris Moseley and his colleagues at Calculis for some years now. Everyone there has always been very responsive and helpful. Just as important: I can always count on Chris to be very clear and open with me I feel confident that I can leave matters with Chris and his colleagues, knowing that they will do their considerable best to look after our interests, day-by-day and month-by-month, especially during difficult and uncertain times.
Advice: 5 stars Service: 5 stars Value: 5 stars Total: 5.0 “I appreciate Alex’s personal contact and his understanding of our personal requirements. I am confident that our future financial affairs are well places and will be well managed in his hands. He is always available and prompt to answer any queries I may have.” “Alex had the ability to provide his financial advice after carefully reviewing and understanding the clients needs. One can discuss the issues and feel that the advice given has been chosen for your benefit, that is he is working in your best interest. The charges I believe are fair and are justified by the advice given and the performance of the portfolio.” Many thanks in advance for your help.
I thank Chris for all his help and sound advice in plain English for my pension arrangements which have shown great growth over the years. Great service from Calculis and their charges are fair given the performance of my protfolio. I can recommend their services for investments or pension advice. Thank you
I have used Calculis for a year now. Chris and the staff are always very friendly when we have seen them. They are keeping me up to date on my investments as promised, and making regular quarterly suggestions for my portfolio.
We chose Calculis and Chris specifically as our financial advisor a few years ago now. We trust and value their straight forward and honest advice and the service has been first rate.
Advice: 5 stars Service: 5 stars Value: 5 stars Total: 5.0 “Always gives good sound advice in Plain English that anyone can understand yet in a totally professional manner. The advice and investment of my pension has seen growth of 75% in 5 years.”
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Calculis Financial Planners map

Directions to Calculis Financial Planners with public transportation

Council Offices 130 meters
36
634
Malthouse Close 170 meters
36
634
The Romsey School 310 meters
634
635
Bus Station 370 meters
35
36
39
4
5
54
634
66
662
663
X7R
Priestlands 400 meters
36
635

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