Ascot Lloyd - Independent Financial Advisers serving Romsey and Hampshire. - Romsey

Steve C.

From the outset Paul and more recently Chris have been excellent advisors. They and all the Calculis staff are a real pleasure to deal with. The results of their advice is plain to see in the statements we receive and the newsletter is a great way of keeping updated on general trends. I have recommended Calculis to many friends and will continue to do so.

Daffyd B.

We have used Chris Moseley at Calculis to sort out my 9 frozen pensions and consolidate them into one managed fund, he and his team arranged all the transfers for us with no problems.
We now have one managed fund which despite the poor interest rates is performing well.
We have regular updates from Chris advising on switching funds after Brexit. We are now much happier with the funds being in one place and we can check how they are performing on a daily basis if we need to. After 6 months we received an update on our portfolio in book form explaining everything in an easy to understand format.
Calculis is a very professionally run company and we would have no hesitation in recommending them to any of our friends or family.
David & Tracy Bulpett, Chandlers Ford.

Matt N.

I've known Alex for many years and have always found his advice and recommendations for my personal finances and pensions to be honest, realistic and impartial. Recently he's arranged to consolidate several pensions and I value the regular newsletters his team send via email on a regular basis, particularly as a valuable means of being kept informed during uncertain economic times.
I must add that whenever I have met or spoken with any of the team - Chris, Karen, Hannah amongst others, they have always been most helpful, friendly and professional.

David G.

Our investments have been looked after by Chris Moseley and his colleagues at Calculis for some years now. Everyone there has always been very responsive and helpful. Just as important: I can always count on Chris to be very clear and open with me

I feel confident that I can leave matters with Chris and his colleagues, knowing that they will do their considerable best to look after our interests, day-by-day and month-by-month, especially during difficult and uncertain times.

Gill Y.

I have used Calculis for a year now. Chris and the staff are always very friendly when we have seen them. They are keeping me up to date on my investments as promised, and making regular quarterly suggestions for my portfolio.

Michel V.

I thank Chris for all his help and sound advice in plain English for my pension arrangements which have shown great growth over the years.
Great service from Calculis and their charges are fair given the performance of my protfolio.
I can recommend their services for investments or pension advice.
Thank you

Douglas R.

Advice: 5 stars | Service: 5 stars | Value: 5 stars | Total: 5.0

“I appreciate Alex’s personal contact and his understanding of our personal requirements. I am confident that our future financial affairs are well places and will be well managed in his hands. He is always available and prompt to answer any queries I may have.”

“Alex had the ability to provide his financial advice after carefully reviewing and understanding the clients needs. One can discuss the issues and feel that the advice given has been chosen for your benefit, that is he is working in your best interest. The charges I believe are fair and are justified by the advice given and the performance of the portfolio.”

Many thanks in advance for your help.

Andrew C.

We chose Calculis and Chris specifically as our financial advisor a few years ago now. We trust and value their straight forward and honest advice and the service has been first rate.