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Financial Advice
For Sports Professionals
Calver Wealth Management are specialists in providing bespoke financial plans for sports professionals.
Retiring Sports Professionals
Professional Athletes
Grass Roots Athletes
About Jo Calver
Expert Financial Planner for Sports Professionals
Jo is a Chartered Financial Planner with 11 years of industry experience. Her unique background of having a Sport Psychology Masters degrees, from Loughborough University, as well as being married to a former professional cricketer, gives her deep insight into the specific financial challenges faced by sports professionals. Jo has firsthand experience in various sports, which enhances her understanding of the athletic world and its demands.
Currently, Jo works with several international teams and numerous individual athletes, providing tailored financial advice to help them navigate their unique financial landscapes. She dedicates her time to helping sports professionals maximise their careers and prepare for future transitions. Jo’s expertise ensures that athletes are well-positioned for financial stability and success both during and after their sporting careers.
What our clients say
Helping Sports Professionals with Financial Advice
We understand that athletes and sports people face unique financial challenges throughout their professions. With the possibility of a shorter career, fluctuations in earnings and the risk of career ending injury, it is important to start financial planning at an early stage to understand how the rewards of your current situation can provide financial security in the future.
Retiring Sports Professionals
Some key financial planning areas to take into consideration are:
A detailed analysis on your income and expenditure
Discussing tax efficient investment options for cash on deposit
Setting up pensions to use available tax reliefs and save for your retirement
Reviewing your need for protection against accident, sickness or long-term illness
Whichever path you decide to take its important to carefully plan your financial journey. We can offer a range of financial planning tools and provide quality advice to help you make the best decisions along the way.
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. The value of any tax relief depends on individual circumstances.
Financial Planning for Professional Athletes
A successful sporting career can bring lucrative rewards with income being paid from a range of sources such as contracts, sponsorship and appearance fees. It can often feel a little daunting that you are now in full control of your own income tax. We work with a panel of specialist providers who can help take this burden off your hands and ensure self-assessment’s and tax planning is conducted thoroughly and accurately.
As your income starts to build, cash held within your bank accounts can also start to grow. It is important to be mindful of the damaging effects of inflation. If the current rate of inflation is higher than the current interest rate you are receiving on your savings, the buying power of those monies could be eroding each year.
We offer a range of savings and investment solutions to help you grow these monies to fund your future goals and ambitions. Please visit our Cash Management and Investment sections for further detail.
Many athletes and sports professionals find themselves without access to the benefits of a usual employee, such as a pension scheme, sick pay or life insurance.
We can provide a full financial health check using our specialist knowledge and expertise to help you understand how a pension could be useful to you, as well as what risks are exposed in the event of injury or sickness. Please visit our Pensions and Insurance planning sections for further details.
Taking into consideration your current situation, as well as your future plans, we can chat through all of the options available to you. Removing technical jargon to provide you with a clear view of your financial future. We aim to make a complex subject seem very simple to understand.
The best action to take is to create good financial habits early.
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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Grass Roots Athletes
It’s a great idea to make moves to understand what you can do to prepare for your future and protect your income. We would recommend having a financial education session with Jo to expand your knowledge.
Women’s Sport
We work with many professional female athletes from a range of sports such as cricket, hockey, equestrian and football. We provide financial education workshops to professional clubs to help athletes understand the fundamentals of their finances.
With women’s sport growing at a fast pace, the need for information on financial planning is becoming essential. Taking advice can help to provide a map of your finances designed for the rewards you make today to be looked after, to support you in the future.
The basics are to “Earn it, Save and Grow It”.
Get in touch today to discuss our financial services for Sports Professionals
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 chat
Have any questions? Just ask!
We’re happy to answer any questions or queries with a no obligation email or phone call. Please let us know in the form below if you would like to receive more information; we would be happy to help!
Financial Advice for Sports Professionals
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