Financial Advice Services You Can Trust

Calver Wealth Management offer face to face financial advice and specialise in meeting the needs of both individuals and businesses alike.

Welcome to

Calver Wealth Management

CWM is a Financial Planning Practice with clients based throughout the whole of the UK and are able to conduct meetings either face to face, phone or video call.

We work together with private individuals, business owners and sports professionals to help design a bespoke financial plan, tailored to their unique requirements.

Using our knowledge and expertise alongside the latest technology, we design modern and personalised financial solutions for our clients.

Helping you grow and protect your wealth


Further information on planning for and nearing retirement.


Further information on St. James’s Place range of investments and investment strategies.

Inheritance Tax

Further information on Inheritance Tax Planning.

Cash Management

Further information on gaining better interest rates for your cash deposits.


Further information on Insurance planning, including Life and Critical Illness insurance.

Wills & Power of Attorney

Further information on Wills and Powers of Attorney.

Long Term Care

Further information on planning for long term care.

Business Owners

Further information for Corporate Planning, including Business Insurance and Pension Planning.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Will writing involves the referral to a service that is seperate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

Meet the team

Steve Calver Wealth Management Specialist

Steve Calver DipPFS

I came into financial services 19 years ago and over that time I have built strong relationships with my clients.

Jo Calver Wealth Management Specialist

Jo Calver APFS

I have worked as a Chartered Financial Planner since 2012 and specialise with Business Owners, Sports Professionals and Private Individuals.

Sophia Naveed DipPFS

I have worked within the financial services industry for over 10 years, and the most fulfilling part of this has been the time I have been able to spend with my clients in supporting them to achieve their goals.

Julie Burgess

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.

Jenny Burdett

Jenny joined Calver Wealth Management in 2018, coming from an experienced administrative role within the public services sector.

Katy White

Katy White joins us as our Client Servicing and Practice Manager this month. Following a career in the art market, she is working towards a Diploma in Regulated Financial Planning.


Hetty is in charge of ensuring we all get our daily steps in, demanding at least 2 walks a day. She specialises in reducing stress by lying on the sofa upside down getting cuddles.

Take control of your financial future

Our role is to help you design a bespoke financial plan, tailored to your unique requirements. We use our experience and expertise alongside the latest technology, to create personalised financial solutions.

What our Clients Say…

Jo has now advised my husband and I on everything. Not only has she provided an excellent and discrete service in the comfort of our own home, but she has also saved us money and significantly improved our pension investments. Going forward, there is no one else I would trust with our affairs, and I would highly recommend the service provided.

Mrs D

Steve Calver has always given me thoughtful, clear and well-prepared advice backed by exceptional service, so I am very happy to unequivocally recommend him to you.

Mr B

Chartered Surveyor

Jo Calver has been hugely knowledgeable and supportive to providing me with financial planning advice and selected brilliant opportunities to invest in. I would not wish to deal with anyone other than Jo for the ease, discretion and flexibility she provides.

Mr M


Steve is always prompt, very thorough and always professional. He advises on all angles and is willing to help when ever asked. I would not hesitate to recommend him.

Mr D


Find Out More

Get in touch

Calver Wealth Management, 15 Kempton Drive, Barleythorpe, Oakham, LE15 7QL

Let’s chat

Have any questions? Just ask!

We’re happy to answer any questions or queries with a no obligation email or phone call. Just let us know in the form below if you would like to receive more information and we would be happy to help!

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