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What We Do
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.
ENGAGE WITH US
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 Dip PFS
MANAGING DIRECTOR
Andrew Burcher
MANAGING DIRECTOR
Clara Buck
OFFICE MANAGER
Our Advisors
Our Clients
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.
360 Planning
Our Guidance
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