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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
Calver Wealth Management are a Financial Planning Practice based in Oakham, Rutland. We have clients 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
We pride ourselves on building trusted, long-term relationships and understand that our client’s goals, aspirations and financial needs are paramount to the advice we provide.
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.
Cash Management
Further information on gaining better interest rates for your cash deposits.
Insurance
Further information on Insurance planning, including Life and Critical Illness insurance.
Business Owners
Further information for Corporate Planning, including Business Insurance and Pension Planning.
Financial Advice
Why our clients choose us
We have built our business solely through personal introductions and recommendations. We feel that the growth in our business over the years reflects the quality of the services we provide, and the level of satisfaction experienced by our clients.
If you require help in any of the areas below please contact us.
Retirement Planning
Tax Efficient Investing
Estate Planning
Life Insurance
Estate Administration
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“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.”
Book a consultation by phone
If you would like to discuss your financial requirements, please complete your details with the contact form provided.
Get in touch
0330 202 0275
Find Out More
Request further information
If you would like further information please complete your details with the contact form provided.