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Financial Advice Services You Can Trust
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.
Our Core Services
Pensions Planning
Investment Advice
Inheritance Tax 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 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.
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
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?
Do you have a minimum investment amount?
Is your advice independent?
Can you help me plan for inheritance tax?
Find Out More
Ready to Take Control of Your Financial Future?
Whether you need help with pension advice, investment 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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