Sign In
What Our Clients Say
Below are some of the kind words our clients have left us
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.
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.
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.
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!
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.
What our clients say
Kate Richardson-Walsh OBE and Helen Richardson-Walsh MBE
“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.”
Jennifer Gunn MBE, England Cricket
“Having retired from a 15-year International Cricket career during a pandemic, without the financial help of Calver Wealth Management I feel I would have been in a tight corner.
With their help, I have seen my investments grow and I am thankful for their advice, all put into simple terms that I can understand. I have peace of mind that I can access my money at any time, always have some to talk to, and all with a smile.”
Past performance is not indicative of future performance
Crista Cullen MBE
“Professional sports performers are always so focused on the initial aim of sporting success, that they neglect the need to financially plan. We plan meticulously it is innate for us, yet we don’t always ensure that we plan for life after sport, yet those days do come. I thought that I was doing it right, following my nose and being someone who has business acumen I assumed (wrongly) I was sorted.
On meeting Jo Calver at Calver Wealth Management, I soon learnt while I had the provisions in place, it lacked the structure and focus that I needed to make the most of what I had. I now know that I can capitalise a lot more and focus my efforts in other areas.
I would highly recommend people engaging with Jo, and looking to capitalise off some of the provisions that she supports you with, so that for later on in life things can be in far better order.”
Natalie Sciver and Katherine Brunt
“We were made aware of Calver wealth management through another member of the cricket team and we jumped at the opportunity to figure out how best to invest our money for the future! Cricket being a short career we felt it was very important to invest money now while we can! Especially into a separate pension!
Jo Calver has been exceptional and patient in making time and explaining the ins and outs of finance to us. If you’re thinking about investing money don’t wait until tomorrow. Do it now!”