Since 2002 I have worked within the financial services industry originally with Openwork, Zurich, coming across to St. James's Place Wealth Management in 2012.
In line with my professional background, I have focussed on developing specialist knowledge within this industry and I am fully qualified in Trusts* and Estate Planning. As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax planning and Retirement Strategies.
Fundamentally I see my approach as holistic, ensuring we cover every important aspect of your financial planning, as no individuals need or financial goals are ever the same. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority.
I have been part of St. James’s Wealth Management since 2012 working alongside my father in our family Practice Calver Wealth Management.
We strongly believe in succession planning and helping all generations within a family. Having two generations within our own business helps us relate to and understand our client’s needs to a greater level.
I work closely with young professionals and sports professionals. We also work closely with British Eventing providing Equestrian Specialist financial advice to riders and owners and we are the official sponsors of the British Eventing 2* league.
We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. We build our business solely on personal introductions and recommendations and feel that the growth in our business over the years may be seen as a reflection of the service we provide and satisfaction of our clients.
In my spare time I enjoy running and walking our fox red Labrador Hetty.
Julie joined Calver Wealth Management in 2013, prior to this Julie worked at HSBC and has over 10 years of financial services experience behind her.
In her current role she provides PA support to Steve, has an eye for detail and a passion for excellent customer service. Her role involves client preparation, submitting daily business and providing specialised document production for clients and the practice.
Julie is an extremely valued member of the team who enjoys spending time with her family and her dog Rosco.
Ivan joined Calver Wealth Management in 2017 moving across from Spain to start a career in the UK financial industry.
Originally he worked for 3 years at Canadian banking firm TD Canada Trust and became a retail financial adviser during that time. Over the last few years, he has dedicated himself to office administration and client assistance in legal and private education firms.
Ivan's role within the practice is to help with the smooth running of the office along with working closely with Steve and Jo to make sure they have everything they need to assist their clients. Ivan has fantastic IT skills and an eye for detail.