Calver Wealth Management - Oakham

Okay, here’s a comprehensive overview of Calver Wealth Management, crafted with a formal and helpful tone, suitable for someone seeking financial planning services:

Introduction to Calver Wealth Management

Calver Wealth Management is a highly regarded financial planning firm dedicated to providing personalized and comprehensive financial guidance to individuals and families. The firm prides itself on building long-term relationships based on trust and a deep understanding of each client’s unique circumstances and goals. They operate with a commitment to delivering insightful, strategic advice across a wide range of financial matters.

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 access to resources, the firm’s Website: calverwm.co.uk provides a detailed overview of their services and approach.

Key Services and Specialties

At its core, Calver Wealth Management specializes in financial planning. However, their services extend far beyond simple budgeting. They assist clients with:

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning (including Wills and Powers of Attorney)
• Financial Goal Setting

The firm takes a holistic approach, ensuring that all aspects of a client’s financial life are considered and aligned with their aspirations. They emphasize a collaborative process, working closely with clients to develop tailored strategies.

Client Experience and Reputation

Based on available information, Calver Wealth Management consistently receives exceptional feedback. The firm fosters a client-centric culture, dedicating significant time to understanding individual needs. It appears that the team demonstrates remarkable patience and a genuine commitment to client success. The Average opinion: 5/5 reflects the high regard in which they are held.

What Sets Calver Wealth Management Apart

While specific details aren’t publicly available, the consistently positive feedback suggests a number of key strengths. The firm’s team appears to possess a high degree of expertise and professionalism. Clients frequently highlight the team’s ability to offer sound advice, even when clients are slow to respond or require extra support. It's clear they prioritize building a strong rapport and providing ongoing guidance. The firm’s focus on long-term relationships indicates a commitment to truly understanding a client’s needs over time – a valuable asset in the complex world of finance.

Concluding Recommendation

For individuals seeking a dependable and experienced financial planner, Calver Wealth Management presents a compelling option. Their dedication to personalized service, combined with a strong reputation for expertise and patient support, makes them a valuable resource. We strongly recommend visiting their website at calverwm.co.uk to schedule a consultation and discuss how Calver Wealth Management can assist you in achieving your financial goals.

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👍 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.

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.

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.

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.

Ed G.

5/5

Jo has looked after our finances for a number of years now. She has always been really helpful and explained the various options to us in a clear and concise manner. We would definitely recommend her services!