Business Details
25 Years
experience
Trusted Financial Advisers in Worksop
Established in 2001, we are a dedicated team of financial professionals committed to delivering tailored financial solutions. Our approach prioritises client needs through transparent communication, comprehensive financial planning, and ongoing reviews to ensure long-term success. All advisers hold advanced qualifications, with many continuing to pursue further certifications to maintain industry-leading expertise. We operate under a whole-of-market philosophy, enabling us to recommend products across the financial services spectrum while maintaining strict independence from providers.Our service model combines face-to-face advisory with technological efficiency, ensuring clients receive both personal interaction and modern convenience. Strategic partnerships with specialist investment managers allow us to focus on financial planning while leveraging external expertise for portfolio management. With over two decades of experience, we serve clients nationwide from our North Nottinghamshire base, maintaining a strong commitment to local community initiatives.
Services
Financial Planning
Investment Management
Pension Solutions
Protection Cover
Corporate Services
Details
- Year established: 2001
Highlights and features
- We have operated since 2001 with advisers holding advanced industry qualifications
- Our whole-of-market approach enables unbiased product recommendations across financial services
- Strategic partnerships with specialist investment managers ensure expert fund management
- We maintain strict independence from product providers to guarantee impartial advice
- Regular service reviews ensure ongoing suitability of financial solutions
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual goals and risk profiles. Our approach combines detailed analysis of current financial positions with long-term planning for growth and security. Regular reviews ensure ongoing alignment with changing circumstances and market conditions.
Investment Management
We partner with specialist investment managers to deliver diversified portfolio solutions. Our process focuses on matching investment strategies to client risk tolerance while maintaining flexibility for market adjustments. Ongoing monitoring ensures optimal performance relative to individual objectives.
Pension Solutions
We provide comprehensive pension advice covering accumulation, consolidation, and retirement income strategies. Our expertise includes navigating complex pension regulations and optimising tax-efficient retirement solutions for both individuals and businesses.
Protection Cover
We design protection strategies to safeguard against financial risks through life assurance, critical illness cover, and income protection. Our approach ensures appropriate coverage levels while maintaining cost-effectiveness and policy flexibility.
Corporate Services
We offer tailored financial solutions for businesses including employee benefits, succession planning, and corporate protection. Our services help employers enhance staff retention while maintaining cost-effective benefit structures and regulatory compliance.
People
Gregg Bartram
Founder & Managing Director
With over 30 years' experience in financial services, Gregg established Alexander Calder Financial in 2001. He specialises in strategic financial planning and leads the advisory team.
Nigel Ruff
Development Director & Senior Financial Planner
A qualified financial adviser with extensive corporate finance experience, Nigel joined in 2002 and specialises in business financial solutions and high-net-worth client advisory.
Martin Hibbert
Senior Financial Planner
With over three decades in financial services, Martin provides expert advice on complex financial solutions for both individual and corporate clients.
Lucy Biltcliffe
Senior Financial Planner
A qualified adviser with specialist pension expertise, Lucy joined in 2017 and focuses on retirement planning and investment strategies.
Paul Rogers
Senior Financial Planner
With experience at major financial institutions, Paul specialises in corporate financial planning and business succession strategies.
Questions
What financial services do you specialise in?
We specialise in financial planning, investment management, pension solutions, protection cover, and corporate financial services.
How are your financial advisers qualified?
All advisers hold advanced qualifications including DipPFS and maintain ongoing professional development.
Do you offer both face-to-face and virtual consultations?
Yes, we offer meetings in our Worksop office, client homes/worksplaces, and virtual platforms.
How do you ensure impartial advice?
As FCA-regulated independent advisers, we maintain strict independence from product providers to guarantee unbiased recommendations.
What areas do you serve?
While based in North Nottinghamshire, we serve clients nationwide across the UK.
How do you handle ongoing financial plan reviews?
We conduct regular reviews to ensure continued suitability and competitiveness of all financial solutions.
