Calver Wealth Management work with a number of riders and owners from all disciplines within the equestrian world from professional eventers, show jumpers, dressage riders and race horse owners and jockeys and are able to help with individual and business financial planning.
We have helped clients with protection planning, ensuring they have insurance policies in place to protect them in the case of accidents, critical illness and life insurance, as well as insuring staff/grooms who may be considered a key persons within a business.
We also understand that horses can be expensive and that they can often consume monies without careful investment planning. We are able to help put investment plans in place so that your monies are diversified. You work hard for your money, your money should work hard for you.
Pension planning is also an area we can help review, as with any career retirement is inevitable. We can help put pensions in place so that when you do decide to slow down, you have a retirement plan in place which you have control of and understand.
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.
*Image above: Andrew Nicholson riding Urma BK at Rockingham Horse Trials 2016