This service is about you achieving a specific goal at a specific time without the need for ongoing reviews and support. Our fees are therefore ‘one-off’ and whilst the service is very comprehensive, over time it would be considered our lowest cost option.

Service Overview

Based on a  single transaction where straight forward advice is provided and limited to  one need area. The advice is ‘one off’ and no ongoing support is required or provided.

The Benefits to You

Straight forward quick but comprehensive advice. The option always to  develop the relationship to a higher level. Clear known costs at the outset.

Our Proposition

We understand that some clients will require such specific advice and it may be a one transaction client, or it may be a more established client requiring specific advice.

Our Methodology

We will ask for only relevant details. Clear specific advice will be provided. A simplified report will be provided. Risk based investment solutions only. Ongoing support or advice available on a fee basis.


Initial ‘at our cost’ meeting. Necessary telephone contact. Recommendation meeting. Annual provider statement direct.


Reviews available for set fee. See charging structure document for standard fees.

Core Services

  • Focused fact-find
  • Risk profiling
  • Specific analysing
  • Research of existing products where applicable
  • Recommendation of provider and product solution
  • Recommendation of portfolio investment option
  • Assistance in completion of application forms
  • Verification under Money Laundering Regulations
  • Management of submission documents and additional provider requirements
  • Policy documents checked and forwarded
  • All action confirmed in written report

Alexander Calder Financial Ltd is an Appointed Representative of Lyncombe Consultants Ltd. which is Authorised and Regulated by the Financial Conduct Authority FRN 407890
Registered in England and Wales No. 06070920
Registered address:  35 Carlton Road, Worksop, Nottinghamshire, S80 1PD

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit

The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Get In Touch

35 Carlton Road, Worksop
Nottinghamshire, S80 1PD

Tel: +44 (0) 1909 512250
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