Financial Advice Oakham

We are a 5 star rated*, Award-winning*, Oakham based Financial Planning Practice with over 18+ years of experience.

Welcome to Calver Wealth Management

We provide friendly local advice to clients throughout Rutland including Oakham, Uppingham and Stamford.

Calver Wealth Management have over 18+ years of experience providing financial advice to Private Individuals and Business Owners across Oakham and the surrounding areas.

Using our knowledge and expertise, we design modern and personalised financial solutions for our clients. We have both male and female financial advisers to help suit your needs. We can conduct meetings either face to face, by phone or video call.

financial advisor Oakham
Oakham based financial advisor

An Oakham based financial planning Practice providing the highest quality financial advice across the below services:

Pre-retirement Planning

Further information on saving for your retirement and understanding your pension.

At retirement Planning

Retirement options including annuities and income drawdown.

Investment Planning

Further information on the St. James’s Place range of investments, including Sustainable and Responsible investment choices.

Inheritance Tax Planning

Further information on Protecting your Estate.

Access to Cash Management

Banking solutions with attractive interest rates with less risk.

Specialist Insurance Planning

Further information on Life Insurance, Critical Illness and Income Protection.

Long Term Care Financial Planning

Further information on funding solutions for long term care
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.

Why use Calver Wealth Management for financial advice in Oakham?

We help you grow and protect your wealth

We pride ourselves on building trusted, long-term relationships and understand that our clients’ goals, aspirations and financial needs are paramount to the advice we provide.

We specialise in working with private individuals, families and business owners. Our role is to help design a bespoke financial plan, tailored to your unique requirements. We use our experience and expertise alongside the latest technology, to create personalised financial solutions.

We are also mindful of creating a more sustainable global economy and try to implement environmentally friendly solutions within our Practice. We aim to remain paperless where we can and our Practice have invested in clean energy and sustainable solutions to help reduce our carbon footprint.

Oakham based wealth management
Oakham financial advice

What is involved in speaking with a financial adviser?

The first step is to have an initial call to help us understand your current situation and priorities. We will then book in a second meeting, if we feel we can help. At this meeting we will gather more detailed information on areas such as income, expenditure, savings, investments and pensions. This initial ‘fact finding’ meeting is held with no obligation.

After this ‘fact finding’ meeting we will have gathered information on your current situation of ‘where you are right now’. We will then discuss your financial objectives to help us understand ‘where you want to be’. At this point we can provide financial advice and create a tailored financial plan to help achieve your goals, dreams and ambitions.

It is important to remember that a financial plan needs to be flexible and adaptable. We provide ongoing advice and support to all of our clients to ensure improvements and adjustments are made to cater for life’s ever-changing landscape.

What our clients say

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.
Mrs D, 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.”

Mr D, Accountant, Lincolnshire

“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.”

Mrs Helen Richardson-Walsh MBE and Mrs Kate Richardson-Walsh OBE

“On retiring from International hockey after winning Olympic Gold in 2016, Helen and I were keen to get our financial situation
organised. We had no pension and no financial plans in place and didn’t know who to turn to.

A chance meeting through a work engagement led us to meet Jo Calver and we have not looked back since. We really appreciate Jo’s honesty, empathy and professionalism. She has taken a lot of time really getting to know us and our financial situation. We now have a pension plan in place and all of our finances organised. We have regular contact with Jo with thorough overviews of our progress. We wouldn’t hesitate to recommend Calver Wealth Management to any female athletes who want to plan for their future and improve their now.”

Why our clients choose us

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.

*Reviews: Google, Vouchedfor