Calver Groom Financial Management - Wallington

Calver Groom Financial Management

Calver Groom Financial Management is a reputable financial consultancy located in Wallington, United Kingdom. The company specializes in providing financial advice and guidance to individuals and businesses, ensuring their financial stability and growth.

Address: 52 Stafford Rd, Wallington SM6 9AY, United Kingdom

Phone: 2086472004

Website: calvergroom.co.uk

Specialties: Financial consultant

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Calver Groom Financial Management is known for its professional and personalized services. They have a team of experienced financial advisors who are committed to understanding their clients' needs and providing tailored solutions. Their specialties include financial planning, investment management, retirement planning, and tax planning.

The company has a wheelchair-accessible car park, entrance, and toilet, making it convenient for individuals with accessibility needs. Appointments are recommended, and the friendly staff will be happy to assist you with your financial needs.

Opinions: This company has 12 reviews on Google My Business.

Average opinion: 5/5.

One satisfied client, John, stated, "I chose Calver Groom (specifically Spencer) to act as my FA as he had been the Company FA where I worked before my fairly recent retirement. I always found Spencer knowledgeable, helpful, and friendly, with a real knack of explaining the jargon to those of us without a great deal of financial experience. My instinct was to trust Spencer with my pension pot, six months into retirement, I certainly do not regret the decision. Spencer, along with the team at Calver Groom, have made the whole process easier and understandable."

Calver Groom Financial Management is a trusted and reliable choice for those seeking expert financial guidance and advice.

👍 Reviews of Calver Groom Financial Management

Mark A.

5/5

I chose Calver Groom (specifically Spencer) to act as my FA as he had been the Company FA where I worked before my fairly recent retirement.
I always found Spencer knowledgeable helpful and friendly, with a real knack of explaining the jargon to those of us without a great deal of financial experience.
My instinct was to trust Spencer with my pension pot, six months into retirement I certainly do no regret the decision.
Spencer, along with the team at Calver Groom have made the whole process easier and understandable.

Carmen M.

5/5

I've had an outstanding customer experience with Calver Groom. Spencer, my advisor, is very friendly, professional, honest and crucially, very knowledgeable and clear with his advice. He listened to my lifestyle choices and tailored a plan accordingly. My experience with financial advisors in the past had not been great. I was recommended to Calver Groom by a good friend. I wish I had found them earlier!

l M.

5/5

We found the service at Calver Groom extremely helpful. Spencer Franks gave very knowledgeable and intuitive advice and, with his expert guidance and support, we now have a retirement plan in place which he has devised for us. This has given us confidence and peace of mind. We would highly recommend Calver Groom.

Derek D.

5/5

We found the service at Calver Groom excellent. Spencer Franks gave us a very good insight to the product and the best investment to suit both my wife & me. We now have a retirement plan in place which he has devised for us. We would highly recommend Calver Groom, especially Mr. Franks

Ninoo B.

5/5

I have trusted Calver Groom to manage my finances and have never been disappointed. Spencer has been an excellent manager. He has explained things in a way that I understand and has avoided using jargon which only confuses me.

Brian G.

5/5

I cannot recommend this company highly enough. I have found them reliable, helpful, responsive and efficient. Over the years they have advised me on mortgages, investments and now pension decisions. Spencer Franks especially has been invaluable and very patient!

Chris M.

5/5

We have been working with Chris and his team for more than a decade, and the firm provides an outstanding service. Regular and clear communications. Advice that is bespoke to us, helpful and friendly always. Strongly recommended. CM&CJ

Scott H.

5/5

Always get financial advice from here. Spencer has helped me when it came to getting a mortgage and always steers me in the right direction.
Friendly, reliable, and always happy to help!
Highly recommend!