About Us...
Callaway Sykes Associates Limited, established in 1971, are a dedicated team of professionals who work hard to develop long-term, close relationships with their 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 professionalism and knowledge to every aspect of financial planning.
Our success has principally been based on people trusting us to look after their money and finances, which we sincerely value, over a very long time.
Indeed, many of our clients today are those we started with over 30 years ago.
Clients are mostly concentrated in London and the home counties however we have clients throughout the UK.
As fully independent advisers, our clients benefit from advice on the broadest range of products and services. Whether it be for protecting your family, mortgages, investment advice, retirement planning, inheritance tax planning or simply reducing costs or tax bills, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis, or indeed a combination of both. Either way will result in our fully disclosing our fees in an open and transparent manner.
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