Calver Wealth Management have combined experience of 18 years in the financial services industry, over this time we have helped many families and businesses achieve their financial goals and ambitions.
We have a strong belief in helping all generations of your family to help keep your hard earned wealth with the people who deserve it. We aim to help you understand how to make your money work hard for you and ultimately help you protect your wealth to one day pass on to your loved ones. Being a family business ourselves means that you will have access to an adviser who can relate to and understand your needs.
As a Partner Practice of the reputable St. James’s Place Wealth Management, you are assured that our credentials and service levels are of the highest standard. These points alongside the fact that our advice, once given is guaranteed by St. James's Place, gives us the confidence and conviction to help guide individuals, families and companies towards their goals.
The first step is to have an informal meeting, to find out face to face where you are now and where you want to be, so that I can endeavour to help you achieve your dreams, goals and ambitions.
"A goal is a dream with a deadline" Napolean Hill
I believe it was Confucius who said: "He who aims at nothing, is sure to hit it."
If you require help in any of the areas below please Contact us
- Investment Planning
- Retirement/Pension Planning
- Inheritance Tax mitigation
For more of an insight into our key team members please have a look at our profiles. For a full, no obligation, review of your finances, please call to arrange a one-to-one meeting. Please see our client testimonials section which demonstrates how we have helped our long standing clients over the years.
*Trusts are not regulated by the Financial Conduct Authority