Financial Advice Services You Can Trust

Looking for expert financial advice? Calver Wealth Management offers tailored advice on pensions, investments, and inheritance tax planning. We provide both virtual and face-to-face appointments.

Calver Wealth Management

Chartered Financial Planners in Oakham, Rutland – Advising Clients Across the UK

At Calver Wealth Management, we deliver expert, financial advice from our office in Oakham, Rutland, supporting clients both locally and nationwide. Whether you prefer to meet in person or virtually, our friendly and professional team is here to help you achieve your financial goals with clarity and confidence.

Financial advisers Oakham
Our financial planners

Our Core Services

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Pensions Planning

Prepare for a comfortable retirement with tailored pension advice. Whether you’re just starting out or approaching retirement, we help you make smart, tax-efficient decisions.
Oakham financial advice

Investment Advice

We offer access to a wide range of investment options, helping you grow your wealth in line with your goals and risk tolerance.
family sat on bank looking out to see

Inheritance Tax Planning

Protect your legacy and reduce the impact of inheritance tax with expert estate planning strategies designed around your family’s needs.

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 and Powers of Attorney involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.

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Your Financial Journey, Our Expertise

We’re a chartered financial planning practice, trusted by individuals, families, and business owners for our honest guidance, long-term thinking, and highly personalised approach. Whether you’re planning your retirement, investing for the future, or looking to reduce inheritance tax, we’re here to support you every step of the way.

Why Choose Calver Wealth Management?

Chartered Financial Planners – The gold standard of professionalism in financial advice

Personalised Service – No one-size-fits-all; we build plans around you

Clients Across the UK – Virtual and face-to-face meetings available

Transparent, Honest Advice – We put your goals at the heart of everything we do

Backed by St. James’s Place – With access to exclusive investment solutions

Why choose Calver Wealth Management?

Speak to Us Today

We’d love to learn about your financial goals and explore how we can help. Whether you’re based in Oakham, Rutland, or elsewhere in the UK, book your no-obligation discovery call today.

0330 202 0275

Face-to-face or virtual

What our Clients Say…

Frequently Asked Questions

Do you only work with clients in Oakham or Rutland?

Not at all. While we’re based in Oakham, we work with clients across the UK through virtual meetings and occasional in-person visits.

What is a chartered financial planner?
It’s a recognition of the highest standards in ethics, professionalism, and qualifications. As chartered financial planners, we are committed to doing what’s right for you.
Do you have a minimum investment amount?
We typically work with clients with investable assets of £100,000 or more, but we’re happy to have an initial chat to see how we can help.
Is your advice independent?
We provide advice through St. James’s Place, giving you access to exclusive investment options not available elsewhere.
Can you help me plan for inheritance tax?
Yes – we specialise in inheritance tax planning and can help you pass on more to your loved ones, while staying within HMRC rules.

Find Out More

Ready to Take Control of Your Financial Future?

Whether you need help with pension adviceinvestment planning, or inheritance tax, Calver Wealth Management is here to guide you with clarity, care, and confidence.

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

Have any questions? Just ask!

Calver Wealth Management specialise with clients who have a minimum of £100,000 in investable assets or an income of £100,000 +

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