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About Us

Who We Are

Alexander, Calder Financial Ltd was formed in 2001 by the current Managing Partners, Gregg Bartram and Peter Greaves. Both had previously enjoyed many years in Financial Services with an International Company.

During the last 4 years we have chosen to expand our business, firstly with the addition of a new partner Nigel Ruff who again brought with him a number of years experience of Regional Management within the Financial Services profession. This compliments the overall strengths and diversity of the business. Growth has continued to the point of now having a total of 12 advisers covering a large geographical area. Our expansion continues with the expectation that further experienced high quality advisers will join us in the coming months.

How We Work

Compared to many IFA businesses, we have a large contingency of back-office staff. This is because we believe that to offer exceptional client service our advisers should be free to spend quality time face-to-face, rather than spending their working lives behind a desk buried in paperwork. The success of our advisers, and ultimately therefore the business as a whole, is complete customer satisfaction.

In an ever changing world we utilize the latest technology to provide a comprehensive and expedient service. Through our relationship with a PLC we are confident that all advice is not only relevant and appropriate, but meets all the rigorous requirements of the Financial Services Authority. We maintain our stance of total independence and all services offered can be provided on a fee basis or the more traditional route of Life Company commissions.

Whilst general planners with a view on lifetime strategy rather than policy sales, we have specialists in the areas of retirement planning; commercial and residential property purchase/finance; investment and Inheritance Tax planning; and, personal and business protection advice. Meetings can be undertaken at our offices, your home, or your place of work.

Service Commitments

We provide impartial and professional advice to both individual and corporate clients on a wide range of financial service areas. This is backed up with the traditional values of quality service and client satisfaction. We also work with other professionals to create a comprehensive solution to our clients’ financial needs.

We offer an initial discussion (without change) when we will describe our services more fully and explain the payment options. If you decide to go ahead, we will gather and analyse personal information about you, your finances, your needs and objectives then recommend and discuss any action we think you should take and, with your agreement, arrange relevant investments for you.

The Team

Click here to view the full details of our advisors.