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Female Financial Adviser
Empowering Women Through Financial Confidence.
Welcome to Calver Wealth Management – where we specialise in financial advice designed for women, by women. Led by experienced and award-winning Female Financial Advisers, we’re here to help you take control of your finances, plan with clarity, and invest with confidence.
Calver Wealth Management
Meet Your Female Financial Adviser
Jo Calver – Chartered Financial Planner
Jo is a highly regarded Female Financial Advisor with over 15 years of experience helping women achieve financial independence. As a Chartered Financial Planner and founder of Calver Wealth Management, she’s known for her thoughtful, honest advice and supportive approach. Jo was recognised as Highly Commended Financial Adviser of the Year (Women in Finance Awards 2019) and is especially passionate about helping female professionals, business owners, and women navigating major life changes like divorce or retirement.
Our Female-Led Support Team
Behind Jo is a dedicated, all-female support team that ensures your experience is smooth, confidential, and stress-free. Our clients appreciate our attention to detail, friendly communication, and professional support every step of the way.
Our Financial Planning Services
We offer comprehensive, personalised financial planning services, including:
Investment Planning
Smart, tax-efficient investment strategies aligned with your goals.
Retirement Planning
Confidently prepare for your future with pension reviews, drawdown strategies, and retirement income planning.
Protection & Life Insurance
Safeguard what matters most with tailored protection and life cover.
Inheritance & Estate Planning
Leave a meaningful legacy with strategies that minimise Inheritance Tax.
Financial Advice During Divorce
We provide caring, financial support during divorce or separation – helping you move forward with clarity and security.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Why Work With a Female Financial Adviser?
Many women prefer to work with a Female Financial Advisor who understands their unique life journey. Whether you’re building a business, managing a family, or preparing for retirement, our team offers:
- A judgment-free, supportive space
- Clear, jargon-free advice
- Long-term strategies for growth and security
- A deep understanding of the financial challenges women face
What our Clients Say...
Have a chat with a female financial adviser
We pride ourselves on building long-term relationships with our clients and make sure that we understand your goals, aspirations and financial needs. These are paramount to the advice we provide.
Our business has been built solely on personal introductions and recommendations. We feel that the growth in our business over the years reflect the quality of the services we provide.
Let's Talk
If you’re looking for a trusted Female Financial Adviser to guide you through your financial journey, we’re here to help.
Please note we are only able to provide advice on investable assets (pensions, savings and investments) of £250,000+ and/or income over £100,000.
Female Financial Advisor Form
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Get in touch
Based in Oakham, Rutland – working with clients across the UK.
Calver Wealth Management – Financial Advice for Women. By Women.
An Appointed Representative of St. James’s Place Wealth Management Plc, authorised and regulated by the Financial Conduct Authority.
*Reviews: Google, Vouchedfor
*Awards:
