Calver Wealth Management offer face to face financial advice and specialise in meeting the needs of both individuals and businesses alike. Calver Wealth Management are a Financial Planning Practice with clients based throughout the whole of the UK and are able to conduct meetings either face to face, phone or video call.
We work together with private individuals, business owners and sports professionals to help design a bespoke financial plan, tailored to their unique requirements. Using our knowledge and expertise alongside the latest technology, we design modern and personalised financial solutions for our clients.
We work together with private individuals, business owners and sports professionals to help design a bespoke financial plan, tailored to their unique requirements. Using our knowledge and expertise alongside the latest technology, we design modern and personalised financial solutions for our clients.
Services
We are a family run Financial Planning Practice, owned by Steve and Jo Calver. Having a father and daughter partnership gives us a unique perspective, allowing us to look after a wide range of clients. Our youngest client is 3 months, and our eldest client is 101 years old! Having two generations within the business means that you can speak with an adviser who you can relate to, as well as providing continuity of advice between generations.
This is a good question. Interest rates are currently at a record lows and the rate of inflation is can affect the buying power of your money over time. With Inflation currently higher than most interest rates, this means that your money could be losing its buying power every year, leaving savers with a potential problem.
There are a number of types of Insurance which we take out in our everyday lives, such as travel insurance, car insurance, home insurance, maybe medical insurance. We accept this on a day to day basis. It seems that while many people realise the importance of life insurance, fewer people actually take the steps to protect themselves.
When you reach a point in your life where you have accumulated a substantial amount of wealth, the subject of inheritance tax becomes important. Inheritance Tax has often been referred to as a 'Voluntary Tax'. Appropriate estate planning could help you avoid some or all of this liability, enabling you to be able to pass on your hard-earned wealth to your loved ones.
As part of your financial plan it is vital to hold enough cash on deposit to help meet everyday expenses. Whether you are simply looking to hold cash for a 'rainy day fund', need a temporary home for a much larger sum or need a simple solution to help maximise the interest rate you receive as a Partner Practice of St. James's Place, we can help you access an appropriate solution.
Reviews (8)
Callum Hallam
Apr 06, 2021
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Mike Clay
Apr 05, 2021
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Felix Parker
Jan 26, 2021
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Daniel Chillingworth
Oct 15, 2020
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Chris Strong
Oct 05, 2020
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Positive: Professionalism, Responsiveness
Following retirement to Lincolnshire they helped us reorganise our finances and ensure a steady income through the ups and downs of national and global economics. The process was transparent and the relationship personal, friendly and helpful. A very positive experience.
Following retirement to Lincolnshire they helped us reorganise our finances and ensure a steady income through the ups and downs of national and global economics. The process was transparent and the relationship personal, friendly and helpful. A very positive experience.
Robyn Beebe
Sep 18, 2020
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I have used the services of Calver Wealth Management for quite a while now, and have always been very impressed and comforted by their professionalism and expertise. Joanna is able to communicate things in such a way that I understand meaning I am not overwhelmed by a world I am not familiar with and feel confident and secure by the advice. I would recommend Calver Wealth Management in a heartbeat.
Lisa Jacob
Sep 04, 2020
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Anna Gienc-Chistowska
Jun 05, 2020
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Very professional, informative and helpful. I value their advice and I can highly recommend Calver Wealth Management to those looking for a reliable and trustworthy company taking care of their pension and future financial stability. I wish I have found them sooner. Very impressed with the service and performance.
