A life-time of service with an optimistic, assured and forward-thinking approach
BRIGHTER FINANCIAL FUTURES
About Us
A partnership of like-minded modern IFAs, committed to providing exceptional customer service at all times.
Services tailored to you
Empowering our clients to achieve their long-term financial goals. Discover more about what we provide.
ABOUT US
Embrace a brighter financial future with our optimistic, assured and forward-thinking approach. Callabas was created with the aim to encourage and empower everyone and anyone in their financial journey. Everyone has a different journey in life and clients should be able to benefit from financial advice to support them through this. Our services grow with you, actively supporting you in achieving your financial goals.
We are dedicated to ensuring our clients are confident in their finances both now and in the future. As a mother and daughter partnership, we understand the importance of family and inclusive prosperity. We believe that financial advice is for everyone so we offer an initial free consultation so you can start your planning without restriction.
With Callabas, you’ll enjoy a lifetime of service, tailored for all ages and stages. Our services grow with you, actively supporting you in achieving your financial goals.
Investing
Retirement
and Beyond
Long Term
Care Needs
Inheritance
Tax Planning
Protecting Income & Family
Sian looked at our overall situation and what we wanted to achieve. They suggested various options, explained the pros and cons, and ensured that we fully understood our choices.
Alison
© 2024
All rights reserved. Callabas Financial Services Ltd.
Callabas Financial Services is a limited company registered in England and Wales. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Callabas Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate tax planning. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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