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.

Grandparents and Grandchildren on beach

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.

Pensions

Further information on planning for and nearing retirement.

Investments

Further information on our 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.

Insurance

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.

Financial Advice

Why our clients choose us

We pride ourselves on building long-term relationships and we make sure that we understand your goals, aspirations and financial needs. These are paramount to the advice we provide.

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

handshake upon financial advice

“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, Lincolnshire

Talk to us

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.

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