Your autumn update from Caliber Financial Management

Welcome to your latest update from Caliber Financial Management.

Autumn has arrived quickly this year, and with it some exciting news about our new office space. We are also glad to announce our latest, impressive donation figures for Myeloma UK, as well as important information about our Google reviews, including how you can leave one yourself.

Keep reading to learn more.

We’re expanding our offices

In our summer update, we wrote about having settled into our new home at First Floor, 5 Doolittle Yard in Ampthill.

Now, we’re pleased to announce that we are increasing our office space with a move into the downstairs property, which we’re currently fitting out and will begin to occupy in the coming months.

This space will help us accommodate our growing team and give us more capacity to host you in our new meeting rooms. Having ground-floor premises also improves our accessibility so we can continue to provide financial solutions to everyone, whatever their individual needs.

We’d be more than happy to host you in our new space once we’re settled in. It’s always a delight to meet you in person, even if just for a friendly catchup.

Thanks to your 64 referrals, we’ve already smashed last year’s charity donations

For those who aren’t aware, we operate a charity referral scheme, launched in honour of our founder, Roger Yates, who sadly passed away from myeloma in 2019. For every referral we receive, we donate £50 to Myeloma UK.

We’ve received 64 referrals already this year, smashing last year’s total of 58. This means we’ve donated £3,200 so far in 2026, and our total donations now stand at £19,950.

We are immensely grateful to everyone who has recommended our services to loved ones. Thanks to you, we can continue to pursue our joint passions: helping more people achieve their financial dreams and supporting an important charity close to our hearts.

And remember, if you know anyone you think would benefit from speaking to a Caliber financial adviser, please don’t hesitate to put them in touch with a member of our team.

Make sure to leave us a Google review

At the time of writing, we are rated 5* on Google thanks to our 47 reviews from you, our clients.

It’s an amazing achievement and one we are extremely proud of. These reviews are vital for showcasing the quality of our services and helping more people discover Caliber as their one-stop solution to financial freedom.

Additionally, it’s always a pleasure to hear the kind words you have to say about us and take on board your constructive feedback.

If you haven’t already, consider logging in to your Google account and leaving us a review. It will only take five minutes and can help us to improve and grow our business.

Click here to leave a review.

Happy autumn from all of us here at Caliber

Autumn is a special time of year. But it can also be stressful, especially with the Budget around the corner.

If you have any concerns about what might be announced on 28 October, please reach out to your Caliber financial adviser. We are always available to provide you with financial peace of mind so you can continue enjoying your wealth stress-free.

In the meantime, have a very happy autumn from all of us at Caliber.