About Calver Wealth Management

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.

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.

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.

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.

Sarah Flowers

Partner Support Specialist

Sarah supports Jo, alongside Jenny, to assist with client servicing and administration, together with embarking on her Financial Advice qualifications.

Sarah has 12 years financial services experience coming from an experienced role within Mortgages.

What we love about Sarah is that she is highly organised, conscientious and driven.

In Sarah’s spare time she is never too far from either spectating at or playing Cricket and Rugby.

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.