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 over 20 years’ of 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.

Meet the team

Steve Calver Wealth Management Specialist

Steve Calver DipPFS

I came into financial services 19 years ago and over that time I have built strong relationships with my clients.

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Jo Calver APFS

I have worked as a Chartered Financial Planner since 2012 and specialise with Business Owners, Sports Professionals and Private Individuals.

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Sophia Naveed DipPFS

I have worked within the financial services industry for over 10 years, and the most fulfilling part of this has been the time I have been able to spend with my clients in supporting them to achieve their goals.

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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.

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Jenny Burdett

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

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Katy White

Katy White joins us as our Client Servicing and Practice Manager this month. Following a career in the art market, she is working towards a Diploma in Regulated Financial Planning.

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Hetty

Head of Health and Wellness

Hetty is in charge of ensuring we all get our daily steps in, demanding at least 2 walks a day. A key member of the team to keep everyone fit and healthy.

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Steve Calver DipPFS

I came into financial services 20 years ago and over that time I have built strong relationships with my clients. I love getting to know my clients and supporting them to create dynamic solutions to help them achieve their dreams, goals and ambitions.

Family is very important to me and this is why I specialise in working with families to help build and protect their assets. I strongly believe that all generations should have access to financial education, and this is one of the areas within my role that I enjoy providing most.

I am an accredited member of SOLLA (Society of Later Life Adviser). This means that I have specialist knowledge, skills and expertise to provide the right advice to you and your family regarding Long Term Care needs, which is becoming more and more relevant as the nation gets older. For me, making sure that your later life is as comfortable as possible is a key value.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

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Jo Calver APFS

I am a Chartered Financial Planner and have worked alongside my father at Calver Wealth Management since 2012. In 2019 I was awarded ‘Highly Commended Financial Adviser of the year- Midlands and East Anglia’ at the Women in Financial Advice Awards.

A ‘Chartered Financial Planner’ is widely recognised as the ‘Gold Standard’ qualification for financial advisers. Working with a Chartered Financial Planner means that you can be confident you will receive advice meeting the highest ethical standards, as well as providing quality service and support on an ongoing basis.

I specialise in working with Professionals, Business Owners and Sports Professionals, and utilise the latest technology alongside my knowledge and expertise, to design bespoke financial solutions. I chose to specialise in these areas, as sport and business are two passions of mine, allowing me to connect with these clients on a deeper level. I also help families and Private Individuals providing advice in Retirement Planning, Investment Planning, Specialist Insurance Planning and Inheritance Tax Planning.

In my spare time I enjoy Golf and walking holidays with my family and fox-red Labrador.

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Julie Burgess

Administrator and Client Support Specialist

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.

What we love about Julie is that she is very patient, a great communicator and has excellent client rapport.

In her current role she provides PA support to Steve. Julie’s role involves client servicing and administration within the Practice.

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Jenny Burdett

Administrator and Client Support Specialist

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

What we love about Jenny is that she has an eye for detail and a passion for excellent client service.

In her current role she provides PA support to Jo, to assist with client servicing and administration within the Practice.

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Sophia Naveed DipPFS

Financial Adviser

I have worked within the financial services industry for over 10 years, and the most fulfilling part of this has been the time I have been able to spend with my clients in supporting them to achieve their goals.

I specialise in working with Business Owners, Beauty & Aesthetics Professional, Dentists and Private Individuals. I understand many challenges that the individuals in these particular industries may face, especially with the busy work schedules they have whilst managing successful businesses. This can provide them with limited time to manage their own finances in order to achieve their financial goals, so I support by providing advice in Retirement Planning, Investment Planning, Specialist Insurance Planning and Inheritance Tax Planning.

In my spare time, I love to travel and embrace adventures with my friends and loved ones.

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Katy White

Client Servicing and Practice Manager

Katy White joins us as our Client Servicing and Practice Manager this month. Following a career in the art market, she is working towards a Diploma in Regulated Financial Planning.

Katy is looking forward to contributing to building strong client relationships as Client Servicing and Practice Manager.

In her spare time she loves to play hockey and attend art exhibitions.

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Hetty

Head of Health and Wellness

Hetty is in charge of ensuring we all get our daily steps in, demanding at least 2 walks a day. She specialises in reducing stress by lying on the sofa upside down getting cuddles. A key member of the team to keep everyone fit and healthy.

In Hetty’s spare time she likes to chase her ball and has a passion for trying on unique odours when out on a dog walk.

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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

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