Calm Financial Care operates advisory, advisory only and execution-only mandates. Our services are:
Advisory Portfolio Service
This service offers investment advice and execution.
Advisory Only Service
This service is designed for those who wish to manage and monitor their own investments, but who want to retain the option to discuss markets with an Investment Adviser.
If you are looking for a swift and efficient telephone-based dealing service, we provide a complete facility enabling you to trade in most of the world’s capital markets.
The service is comprehensive, including independent dealing and custody, consolidated tax reporting and portfolio valuation.