About Calver Wealth Management

Calver Wealth Management are a family run Chartered Financial Planning Practice

Welcome to Calver Wealth Management

We are a family run Financial Planning Practice, owned by Steve and Jo Calver. Having a father and daughter partnership gives us a unique perspective, allowing us to look after a wide range of clients.

Our youngest client is 3 months, and our eldest client is 101 years old! Having two generations within the business means that you can speak with an adviser who you can relate to, as well as providing continuity of advice between generations.

Calver Wealth Management have 18 years’ experience working in the financial sector and our client portfolio is spread throughout the UK.

We are able to work remotely and can conduct meetings either face to face or via video call, sometimes through a combination of the two, to suit your preferences.

young professionals wealth management advice
young mother on beach

We are mindful of creating a more sustainable global economy and try to implement environmentally friendly solutions to make a positive contribution. We aim to remain paperless where we can and have invested in clean energy to help reduce our carbon footprint.

We work closely with you, whatever your needs. We specialise with private individuals and business owners, through to sports professionals. 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.

Meet the team

Steve Calver Wealth Management Specialist

Steve Calver DipPFS

I came into financial services 18 years ago and over that time I have built strong relationships with my clients.

Jo Calver Wealth Management Specialist

Jo Calver APFS

As a graduate of the
St. James’s Place Next Generation Academy, I joined the family Practice in 2012.

Julie Burgess

Julie joined Calver Wealth Management in 2013, prior to this Julie worked at HSBC and has over 10 years of financial services experience behind her.

Jenny Burdett

Jenny joined Calver Wealth Management in 2018, coming from an experienced administrative role within the public services sector.

Testimonials

“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.”

Mr C, Lincolnshire

“Jo has now advised my husband and I on everything. Not only has she provided an excellent and discrete service in the comfort of our own home, but she has also saved us money and significantly improved our pension investments. Going forward, there is no one else I would trust with our affairs, and I would highly recommend the service provided by Jo.”

Mrs D, Lincolnshire

“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

“We approached St. James's Place on relocation to the UK after many years as expatriates. They assisted with advice on restructuring our income and investments; and now, after several years with them, the result is a most satisfactory and tax-effective solution. Further advice on preparing for the future in many different ways has been invaluable. We are kept in the picture regularly and always look forward to our annual review visit from our St. James's Place Partner. The result of linking up with St. James's Place has been peace of mind and confidence to face the future.”

Mr S, Boston

“Jo Calver has been hugely knowledgeable and supportive to providing me with financial planning advice and selected brilliant opportunities to invest in. I would not wish to deal with anyone other than Jo for the ease, discretion and flexibility she provides.”

Mr M, Hereford

“Steve has been a tremendous support to me, explaining simply, complex financial issues. I now feel my financial affairs are well organised and managed. He has dealt with Inheritance Tax, which I would have found impossible without his input. He is honest, reliable and trustworthy. We have had a mutually beneficial working relationship for 10 years and I am very pleased to recommend him as a competent financial adviser.”

Mrs H, Derbyshire

“In 2009 I was lucky enough to meet Steve Calver who helped to extricate me from a previous ill-advised bank portfolios. His knowledge and skill in recovering those losses and rebuilding my assets in a difficult financial climate was quite outstanding. Since then his perceptive and good-humoured advice, combined with his lively interest in my retirement activities ie; photographing equestrian sports, make his regular visits a pleasure. A good man to have on your side!”

Mr G, Cheshire

“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.”

Mr D, Accountant, Lincolnshire

Get in touch today to discuss your pension planning