As financial advisers they provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. You can find more detail of their support below.
If you require further help your account executive will be able to provide the best contact at Caleb Roberts Financial Management or go to their website at www.calebfinancial.co.uk
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.
Whilst insuring ourselves against critical sickness or death may not be our first priority – it is important.
There are various ways in which a family can protect itself, and because of the large range of products available, there is usually an appropriate policy for most circumstances, and most budgets.
We can help to protect your family and your standard of living when you need it most.
When planning your finances, it is important to distinguish between savings and investments. Savings are generally funds that you set aside that can be accessed relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car.
Investments are designed to beheld for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of time and should not consider investments unless you have some savings in place.
The value of investments may fall as well as rise. You may get back less than you originally invested.
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
Often, the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension income to provide for your retirement:
Wylcwm House
Knighton
Powys
LD7 1AE
Visit your local office: Brecon, Builth Wells, Knighton, Welshpool, Bromyard & Dorrington
We do not charge fees for our Credit Broking.
Registered in England and Wales no. 1590566
Caleb Roberts Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority.
FCA No. 308907
