About us

I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.   With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, I am able to offer a complete service to clients in all aspects of financial planning.   I have over 14 years experience in this field, specialising in the “Wheel of Services” that St. James's Place Wealth Management offer, namely:
  • Building and Preserving Wealth
  • Managing Cash and Borrowings
  • Personal Protection against sickness and/or death
  • Retirement Planning

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Testimonials

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Alex provides me with a high level personal service and advice, which allows me the peace of mind to not worry about my portfolio. It’s a pleasure to know Alex, professionally and personally. I have no hesitation in recommending Alex to others, as I know he would provide them with a sense of profess...
Eddie Carter

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Caulder Financial Services Limited is registered in England and Wales, Number 08335207. Registered Office: 2 Moat Farm Close, Greenfield, Beds, MK45 5DP.