Financial Advice for OneBroker Ltd

A warm welcome to
Calver Wealth Management

We are a family run Financial Planning Practice, owned by Steve and Jo Calver. We have 18 years’ experience working in the financial sector helping clients achieve their goals.

To book in a 30-minute no obligation Phone/Video call consultation please choose your preferred adviser and click on the links below.

Our Advisers

Jo Calver Wealth Management Specialist

Jo Calver
Chartered Financial Planner

  • Saving for your Retirement
  • Cashflow Forecasting
  • Savings and Investment Planning
  • Insurance Planning
  • Financial Education
  • Financial Health Check
Steve Calver Wealth Management Specialist

Steve Calver
Wealth Management Consultant

  • Nearing and At Retirement Options
  • Inheritance Tax Planning
  • Savings and Investment Planning
  • Long Term Care Planning
  • Intergenerational Planning
  • Financial Health Check

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