Sign In
Financial Advice Services You Can Trust
Looking for expert financial advice? Calver Wealth Management offers tailored advice on retirement, investment 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.
Our financial planners
Our Core Services
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.
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.
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.
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…
Jo has been amazing at every step, not only is she kind, friendly and approachable; but she takes the time to make sure I understand all my options with no pressure on how I should choose. I feel very much at ease with Jo, and she’s always happy to answer any questions and help me any way she can in ensuring my funds do the best they can.
I have known Steve Calver as a financial adviser for 10 years and during that period his advice to me has been brilliant. As well as sorting all my financial affairs, he has also helped with my mothers financial affairs. Steve has been a godsend to me and I would recommend him to anyone.
Jo has a fantastic manner in building a personal connection and understanding what you need. She simplifies your options providing clear advice that builds confidence.
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.
Jo is an excellent, client focussed advisor. She provides options rather than trying to dictate a way forward and provides information with clarity to help a layman navigate through what can be a very technical area.
Steve is always prompt, very thorough and always professional. He advises on all angles and is willing to help when ever asked. I would not hesitate to recommend him.
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?
No. We are Appointed Representatives of 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.
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.
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 +
"*" indicates required fields