Calculis is a chartered financial planner giving independent financial advice in Southampton, Portsmouth and surrounding areas.

Independent Financial Advisers based in Romsey and serving Southampton, Winchester and Salisbury offering financial advice and financial planning for retirement, pensions, investment, tax and savings

Hampshire-based calculis is a boutique financial strategist and one of a very small number of adviser firms to have achieved the highly respected Chartered Financial Planner status, the “gold standard” for financial advisers. There are (as at December 2011) only 6 other Chartered firms in Hampshire.

calculis is a genuinely independent, fee-based advisory firm that is owner-managed and directly authorised and regulated by The Financial Services Authority. Therefore, you can be sure that our advice is completely impartial.

We are specialists in advising private clients on all aspects of Wealth Management, in particular Inheritance Tax Planning, Investment and Retirement Planning. calculis employs a number of highly qualified specialists to ensure that we keep abreast of markets, trends and changes to taxation and legislation for the benefit of our clients.

The owners and directors of calculis are Paul Oliver and Alex Pegley. Paul is the managing director and has 40-years of financial services industry experience, including over 20-years as an owner of an IFA practice. Alex has over 10-years experience and is a Chartered Financial Planner and regular contributor to both the national and financial press such as The Independent and features regularly on BBC Radio Solent and Southern Counties Radio.

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Calculis is located in the Romsey area of Hampshire. There are at least 16 other listings in the SO51 postcode area.

Accountants in Hampshire SO51

Number of Employees: 2-10

• Chartered Accountants
• Investment and Financial Advice