Calver Wealth Management - Oakham

Okay, here’s a detailed overview of Calver Wealth Management, presented in a formal and helpful manner, designed to assist potential clients:

Introduction to Calver Wealth Management

Calver Wealth Management is a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. The firm operates with a commitment to building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances and goals. They strive to empower clients to make informed decisions about their financial future, ensuring security and prosperity.

Location and Contact Information

Calver Wealth Management is strategically located at Address: 15 Kempton Dr, Oakham LE15 7QL, United Kingdom. Clients can easily reach them by phone at Phone: 3302020275. For further information and to explore their services, please visit their website at Website: calverwm.co.uk. It’s advisable to schedule an appointment in advance to ensure dedicated attention and facilitate a thorough discussion of your needs.

Specializations and Services

Calver Wealth Management specializes in providing a wide range of financial planning services, including but not limited to:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Financial Goal Setting

The firm’s approach centers around a holistic view of a client’s financial landscape, considering all aspects of their life and future aspirations. They prioritize creating tailored strategies designed to achieve sustainable growth and safeguard against unforeseen circumstances.

Client Feedback and Reputation

Calver Wealth Management consistently receives high praise from its clientele. The company maintains an impressive presence on Google My Business, boasting 25 reviews with an average opinion of 5/5. This demonstrates a strong commitment to client satisfaction and a dedication to delivering exceptional service. It’s evident that clients value the firm’s proactive approach and the personalized attention they receive.

Key Characteristics & Recommended Actions

Based on client feedback, Calver Wealth Management is characterized by:

• Patience and Understanding: Clients frequently highlight the firm’s willingness to work with individuals who may be slower to make decisions.
• Professionalism: The team consistently demonstrates a high level of expertise and a commitment to ethical conduct.
• Long-Term Relationships: Many clients have been working with Calver Wealth Management for extended periods, indicating a sustained level of trust and satisfaction.
• Proactive Guidance: The firm actively encourages clients to address key financial matters, such as estate planning and legal documents.

Appointments are strongly recommended to facilitate a detailed assessment of your financial situation and to begin developing a customized plan.

Concluding Recommendation

For individuals seeking a reliable and experienced financial planner, Calver Wealth Management presents a compelling option. Their dedication to client success, combined with their strategic location and accessible contact information, makes them a valuable resource. We encourage you to visit their website at calverwm.co.uk to schedule an appointment and discuss how they can help you achieve your financial objectives.

👍 Reviews of Calver Wealth Management

Geoff C.

5/5

My wife and I have been getting advice from Jo for over 7 years now, can't believe it has been that long! She has always been very professional and given sound advice. Beyond that Jo has been a joy to deal with and has the patience of a saint, we are often very slow in our responses and actions but she has managed to persevere with us, for example in getting around to sorting out our wills and powers of attorney, and has enabled us to get our finances in good order. Highly recommend.

Beverley F.

5/5

Jo has looked after our finances for some time now - and also advises our adult children. We have always been impressed by her professional but friendly manner and her calm approach. Our regular reviews are invaluable for keeping us on the right track.

Thomas M.

5/5

We have worked with Jo and the team at Calver Wealth Management for a number of years now and have found the service excellent. Jo is approachable, efficient and knowledgeable as well as being fully invested in developing a bespoke plan to suit your specific situation.

Charlotte B.

5/5

Jo has always been so helpful. She is incredibly knowledgable and always available if I need anything. Jo is very easy to talk with. Over the years I have seen a growth in my investment over the last three years. I would recommend Jo and her team to anyone who wanted a personable financial advisor.

Tom L.

5/5

I am delighted to have Calver Wealth Management looking after my financial interests.

As someone who doesn't fully understand the intricacies of the financial world, Jo and the team speak in plain English making the seemingly complex simple.

In short, they are authentic, credible and trustworthy - I would highly reccomend.

will P.

5/5

My experience with the Calver wealth management team has been nothing short of exceptional. Always on hand when needed and excellent financial management and advice. I would highly recommend them.

Cameron B.

5/5

Jo, is a great financial advisor and has helped me grow my wealth over the past 3 years. She is extremely friendly and kind, giving me clear advice so that I can help plan my financial decisions. I would recommend her services to anyone looking for a great financial advisor.

Pam R.

5/5

I have been a customer for nearly 10 years and both Jo and Sophia are absolutely amazing. Great customer service, attentive but offer easy to understand knowledge and access. Definitely recommend if you want long term investment with a personable approach.