Take control of your financial future
At Calver Wealth Management, we pride ourselves on providing expert financial advice and planning services to individuals and businesses alike. With a team of experienced professionals, we work closely with our clients to understand their unique financial goals and provide tailored solutions that cater to their needs.
Our Services
We offer a comprehensive range of financial planning services, including pension planning, investment planning, inheritance tax planning, insurance planning, and cash management. Our expertise also extends to long-term care planning, wills and powers of attorney, and business planning for entrepreneurs and sports professionals.
From devising a bespoke financial plan to implementing and reviewing it, we take the time to understand our clients' specific requirements and design solutions that meet their unique needs. Our commitment to providing exceptional service is reflected in the testimonial praise we have received from satisfied clients.
Meet the Team
At Calver Wealth Management, we believe that our team is our greatest asset. With over 50 years of collective experience in the financial services industry, our team of experts is dedicated to delivering the highest level of service to our clients.
Our team includes Steve Calver, a seasoned financial planner with over 20 years of experience; Jo Calver, a chartered financial planner with expertise in business planning and sports professionals; Sophia Naveed, a qualified financial planner with a focus on personal financial planning; Julie Burgess, a financial planning specialist with over 10 years of experience; and Jenny Burdett, an administrative expert with a keen eye for detail. Rounding out our team is Hetty, our resident canine companion who keeps us all on our toes.
Our Values
At Calver Wealth Management, we value professionalism, expertise, and integrity. We believe that building long-term relationships with our clients is key to delivering exceptional service and achieving their financial goals. Our commitment to putting our clients first is reflected in our reputation for trust, discretion, and exceptional customer service.
Get in Touch
If you're looking for expert financial advice and planning services, we invite you to contact us. We'd be delighted to discuss your financial goals and aspirations with you. Whether you're an individual or business, we're here to support you in achieving your financial objectives.
Overview of Calver Wealth Management
Excellent Customer Service
The reviews highlight the exceptional customer service provided by Calver Wealth Management. Clients appreciate the regular review meetings, either in person, by phone, or via Zoom, which ensure their financial plans are on track. The team is always available to address any concerns or provide advice whenever needed.
Professionalism and Expertise
The reviews praise the professionalism and expertise of the Calver Wealth Management team, particularly Steve and Jo. Clients feel confident in their ability to provide honest and informed advice, which has led to successful financial outcomes.
Personal Touch
Many clients appreciate the personal touch provided by the team, including the annual gift of a bottle of wine at Christmas. This attention to detail has helped build strong relationships and a sense of trust.
Financial Guidance
The reviews highlight the valuable financial guidance provided by Calver Wealth Management. Clients appreciate the team's ability to explain complex financial concepts in a clear and understandable manner, making them feel secure and confident in their financial decisions.
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