Calculis Limited

IFA, offering Independent Financial Advice, Inheritance Tax (IHT), Pensions, Mortgages, and so much more.


Calculis Limited is an IFA (Independent Financial Adviser) practice based in Hampshire and accredited as Chartered Financial Planners, its principal office is in Andover, and it has a regional office in the Southampton/New Forest area. We are one of fewer than 100 Chartered Financial Planners, and specialise in giving advice on Inheritance Tax (IHT) planning, Retirement Options, Pensions, Group Personal Pensions (GPP), Self Invested Personal Pension (SIPP), Long Term Care (LTC) planning & Wealth Management.


Calculis is wholly owned by its two directors, Alex Pegley & Paul Oliver, who in conjunction with their staff have in excess of 100 years experience in the profession.


Calculis offers holistic financial planning to individuals, with particular expertise in Retirement Planning, Tax-Efficient Savings and Investments, Inheritance Tax Planning, Care Fees Planning and Retirement Options.


Calculis advises companies on Directors’ Remuneration and Exit Strategies, Staff and Director’s Pensions, and Life Assurance and Health Insurance.


Calculis is a firm of Independent Financial Advisers (IFAs) specialising in Savings and Investments, Long Term Care Planning, Retirement Options and Inheritance Tax Planning.


We believe that impartial and independent advice is key to enabling you to choose from the huge range of solutions and the very best products that are available in today’s marketplace. Using our independent and personal service ensures you get the solution you need for your circumstances now and in the future.


Independent Financial Advisers are the only type of financial advisers who are able to select from all the products and providers available in the marketplace.


IFAs are bound to the Financial Services Authority rules, which obliges them to provide advice most suited to your personal requirements and your risk outlook. When financial products are recommended they must take into account the benefits provided, charges, flexibility, service and financial strength.


All IFAs must be authorised and regulated by the Financial Services Authority and are obliged to offer what is termed 'suitable advice'. This means that they have to gain a full understanding of your circumstances and requirements before helping to choose any financial products.

Please call or email us for any advice on Pensions, Mortgages, IHT and so much more financial advice.

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