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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
We are a family-owned Oakham based Financial Planning Practice with clients based throughout the UK, we 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
Investments
Further information on St. James’s Place range of investments and investment strategies.
Cash Management
Further information on gaining better interest rates for your cash deposits.
Protection
Further information on Insurance planning, including Life and Critical Illness insurance.
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.
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…
Find Out More
Get in touch
Calver Wealth Management, 15 Kempton Drive, Barleythorpe, Oakham, LE15 7QL
Have any questions? Just ask!
Please note that Calver Wealth Management works with clients with a minimum investment of £100,000.
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