Based in Reigate, we look after clients throughout the South-East. We see our role as a custodian of family wealth and we serve our clients in helping them fulfill their life goals.
With global life expectancy increasing, we understand the importance of helping clients to find a balance in planning their own future, whilst potentially supporting their adult relatives and planning for their children and grandchildren.
St. James's Place Wealth Management is the perfect environment to help with this challenge. We support our clients, their businesses and their families with innovative mortgages, retirement plans, protection and investment planning from a range of providers so that we offer a truly holistic service.
Your home may be repossessed if you do not keep up repayments o your mortgage.
Calder Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). 'The St. James' Place Partnership' and the the titel 'Partner Practice' / 'Partner' is the marketing term used to describe St. James's Place reprensentatives.
Company Details
- Address
- 39 Bell Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Wealth Protection, Financial Life Planning, Retirement Planning, Investment Planning, Business Investment and Protection.
- HQ
- Reigate, Surrey
- Competitors
- Brightside Wealth Management Ltd, Raymond James, Weald of Kent, Etec Associates Ltd, Edenwood Wealth Management, Educate Financial Ltd - A Partner Practice of St. James's Place Wealth Management, Westerham Financial Services Ltd, The Tech Consultant, Amanda Redman Financial Planning Partner Practice of St. James's Place Wealth Management, HawkinsThomas Wealth, Senior Partner Practice of St. James's Place Wealth Management, HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management.
Calder Davis Wealth Management Questions
Calder Davis Wealth Management's website is https://www.calderwealthmanagement.co.uk/
Calder Davis Wealth Management's LinkedIn profile is https://www.linkedin.com/company/calder-davis-wealth-management-sjp
Calder Davis Wealth Management's industry is
Financial Services
Calder Davis Wealth Management's top competitors are
Brightside Wealth Management Ltd,
Raymond James, Weald Of Kent,
Etec Associates Ltd,
Edenwood Wealth Management,
Educate Financial Ltd - A Partner Practice Of St. James's Place Wealth Management,
Westerham Financial Services Ltd,
The Tech Consultant,
Amanda Redman Financial Planning Partner Practice Of St. James's Place Wealth Management,
Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Management,
Hwm Financial Management, Senior Partner Practice Of St. James's Place Wealth Management.
Calder Davis Wealth Management's categories are Financial Services
