Located in Ampthill, Bedfordshire, Fiona Gray Financial Planning started as Paul Associates based in Milton Keynes. A mother/daughter practice, Paul Associates was headed by Julia Paul, who was in practice for 20 years. On Julia's retirement in 1999 her daughter Fiona Gray took over as Principal and relocated the business closer to where she lived, in Flitwick, Bedforshire. Greater involvement with the town of Ampthill, gained through, among other things, membership of the local Rotary club, persuaded Fiona to move there in 2012 and to engage more broadly in the life of this thriving local community.
In 2003, Fiona Gray Financial Planning took over the clients of Spectrum Financial of St Albans headed by Lyn Bolton and in March 2005, Fiona Gray Financial Planning merged with and became a trading name of Caliber Financial Associates Ltd of Leighton Buzzard.
Caliber Financial is a group of 12 IFAs located across Beds, Bucks, Herts and beyond, each with different skills and including some highly qualified specialists. We take a holistic approach to financial planning, and actively encourage advice and input, when appropriate, from other Advisers in the practice or from other professional advisers such as tax planning specialists and accountants to ensure that all aspects of a client's financial affairs are dealt with effectively.
We gain most of our clients through personal recommendation and referral from Solicitors and Accountants. Often, our recommendations will relate to items which would not result directly in business for us. We aim to provide a 'track to run on', for you to action, as and when your circumstances and funds permit, and are interested in developing long term partnerships with our clients to help them secure a sound financial future for themselves, their families and their businesses.
Although the majority of our business comes from individuals, we also deal with several companies who rely on us to provide corporate insurance and company pension advice.