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01525 375286 contact@caliberfm.co.uk

Your Easter update
from Caliber Financial Management

Caliber Connect 01525 375286 contact@caliberfm.co.uk
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01525 375286 louie@caliberfm.co.uk

Louie Linton

Trainee Financial Adviser

At Caliber, Louie provides technical support to our advisory team, contributing to research, report preparation, cashflow modelling, and ensuring client recommendations are accurate and compliant. He’s currently studying towards the Level 4 Diploma in Regulated Financial Planning.

Important information...

Qualifications

Meet the rest of your team

Patrick McAneney

Managing Director and Independent Financial Adviser

Gary Lister-Thorn

Director and Independent Financial Adviser

Gemma Gray

Independent Financial Adviser

Mathew Tyler

Independent Financial Adviser

Tom Newland

Independent Financial Adviser

Alka Patel

Operations Manager

Kirsty Tomlinson

Paraplanner and Client Manager

Anna G

Paraplanner

Debbie Brain

Client Manager

Wendy Pruden

Client Manager

Laura Currell

Client Manager

Helen Campbell

Corporate Client Manager

Jane Yates

Accounts and Administration

Suzey Clowes

Office Administration

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Your Easter update
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What exactly is the “seven-year rule” for
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Caliber
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