We are a dedicated team of professionals who work hard to develop long-term, close relationships with our many and varied clients. We ensure our clients' financial requirements are catered for throughout the differing phases of life, by developing close personal relationships and applying our knowledge and professionalism to all aspects of financial planning and strategic wealth management.

Protection is as much about helping to safeguard your lifestyle as it is your assets and the roof over your head.

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Our Philosophy Report

Callaway Sykes Associates Limited are committed to providing discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, retirement and long term care solutions for individual and corporate clients. Many clients require our help to establish a long term financial plan that can be reviewed.

Treating Customers Fairly Report

Callaway Sykes Associates Limited has made the FCA's Treating Customers Fairly Outcomes a core principle of our firm and the way in which we conduct our business and look after our clients. We are constantly striving to improve our services and develop new ways to build a better business. A thorough understanding of a client's individual circumstances, risk-tolerance, plans and future objectives.

Investment Planning Report

You have to take responsibility for your own finances and many people find they need expert help to do so simply because of the complexities of the UK tax system and the legislation surrounding tax-efficient investment plans (such as Pension Plans and ISAs for example). Because everyone has different goals and expectations, everyone has different reasons for investing.

Retirement Planning Report

Put very simply pension plans are generally one of the best ways to save for retirement. It's the unique tax benefits that make pension plans such a big draw. Combine this with the fact in general most people do not want to work forever leads to the inevitable conclusion that some form of provision will need to be made, and a pension plan will probably be the best option for many.

Protection Planning Report

Protection is as much about helping to safeguard your lifestyle as it is your assets and the roof over your head. Have you thought about what you'd have to sacrifice if you had to stop working due to a serious illness or injury, or you or your partner died or were diagnosed with a critical illness?

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