Calculis – Chartered Financial Planners

Calculis – Chartered Financial Planners

Calculis provides independent financial advice on:

  • SAVINGS AND INVESTMENTS PLANNING* • RETIREMENT PLANNING* • PROTECTING YOUR LOVED ONES • TAX PLANNING • MORTGAGE SOLUTIONS** • EQUITY RELEASE

My name is Mark Curtis and I have been providing clients with bespoke financial advice for the last 16 years.

I believe that I have been successful for a number of reasons. I am dedicated to giving highly individual advice that is entirely focused on my clients’ specific circumstances and needs. By ensuring I am always aware of the ever-changing developments within the financial services industry, I am able to offer the most suitable products combined with tailored advice to my clients.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

* The value of pension and investments can fall as well as rise. You may get back less than you invested. ** Your home may be repossessed if you do not keep up repayments on your mortgage.

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