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TRULY INDEPENDENT FINANCIAL & SUCCESSION PLANNING ADVICE

THE CALDER GROUP

Creating, managing & protecting wealth nationwide.
 

FINANCIAL & SUCCESSION PLANNING. 
BASED IN THE MIDLANDS & THE SOUTH EAST.

We are responsible for guiding business owners & professionals into making decisions that secure their financial futures and create them plans that protect their families for generations. 

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Financial Planning. Succession Planning. Calder Financial. Calder Succeession

PLANNING WITH A 360° PERSPECTIVE

The Calder Group combines expert financial planning with generational succession planning to provide a service that protects your financial & familial interest for centuries, not just decades.

We call this 360° planning. Making your short-term financial planning go hand-in-hand with your long-term succession planning to create a better future for you, and everyone you care about. 

Your Advisors

Tom Buck - Financial Expert
Tom Buck Dip PFS

MANAGING DIRECTOR

Paul Hewish | Financial Expert
Paul Hewish Dip PFS

MANAGING DIRECTOR

Andrew Burcher. Succession Expert
Andrew Burcher

MANAGING DIRECTOR

Clara Buck | The Calder Group
Clara Buck

OFFICE MANAGer

 
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Meet John and Sam

John and Sam are clients of Calder. Here's what they have to say:

"Calder were initially recommended to us by friends. We came to them at a moment of uncertainty and they guided us into smart decisions that we could never have made without them" 

 

How 360° Planning Works

360° planning is more than a title. It is a working philosophy that is shaped around the benefit of our clients. 

For many, they assume that the work needed to create a more liberated future for themselves is different than the work that is required to turn those assets into a plan that protects the people that they care about after they're gone.

We ask, why?

We combined the skills of these professions to create a single, competent service that ensures the plans that you make for your own future, work in the best interests of those who you care about. 

Hear what our managing director, Tom, has to say about 360 planning in the video linked, here.

 

Our Guidance

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It's our role to help. If you have a question,  contact us by phone, email or via our social media channels.