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About us

Team members

Experienced people you can trust

Founded in 2007 and based in Leighton Buzzard, we provide honest, independent financial advice to people in Bedfordshire and Hertfordshire.

Caliber Financial Management was set up by Roger Yates in 2007, but when he sadly passed away in 2019, Patrick McAneney took over as managing director. He leads our highly qualified team, alongside Gary Lister-Thorn.

The areas that we specialise in are retirement planning, estate planning, investments and equity release. As financial advisers, our ability to support our clients’ needs and objectives goes beyond just looking at the numbers. We get to know each person that walks through our doors and are committed to delivering first-class service.

We embrace modern technology to ensure our clients have access at any time, and we continually develop our team’s skills, so they remain among the best in the profession.

The Financial Conduct Authority do not regulate estate planning.


Giving back

Working with and giving back to the local community and charities close to our hearts is particularly important. We demonstrate this by sponsoring local sports teams and donating money to charities such as Myeloma UK.

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