Calver Wealth Management - Oakham

Address: 15 Kempton Dr, Oakham LE15 7QL, United Kingdom.
Phone: 3302020275.
Website: calverwm.co.uk.
Specialties: Financial planner.

Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

Location of Calver Wealth Management

3302020275

Calver Wealth Management is a financial planning firm located at Address: 15 Kempton Dr, Oakham LE15 7QL, United Kingdom. They can be reached at Phone: 3302020275 or through their website calverwm.co.uk.

This company specializes in providing financial planning services, and they have received many positive reviews from their clients. Specifically, they have a total of 23 reviews on Google My Business with an average opinion of 5/5. This indicates a high level of customer satisfaction and trust in the company's services.

Calver Wealth Management's team of experienced professionals is dedicated to helping clients achieve their financial goals. They offer personalized financial planning services tailored to each client's unique needs and circumstances. Their services include retirement planning, investment management, tax planning, and estate planning.

The company's location in Oakham, United Kingdom, is convenient for clients in the surrounding area. However, they also work with clients from other parts of the country and even internationally. Their website provides a wealth of information and resources for those interested in learning more about financial planning and the services they offer.

When searching for a financial planner, it is important to consider several factors, such as experience, qualifications, and reputation. Calver Wealth Management excels in all of these areas, with a team of highly qualified professionals and a strong reputation for providing excellent service.

Based on their expertise, positive reviews, and personalized approach, Calver Wealth Management is an excellent choice for anyone seeking financial planning services. If you are interested in learning more about how they can help you achieve your financial goals, we recommend visiting their website and scheduling a consultation. Their team of professionals is dedicated to helping you make informed decisions about your financial future and providing you with the guidance you need to succeed.

Reviews of Calver Wealth Management

Thomas March

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 Brown

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.

Tony Martin

5/5

Had a great morning this morning with Steve from Calver Wealth Management, with quite a few things to go over( mind boggling some of it) it was great to have Steve on hand to explain things to us in a more easy to understand format.
We've been with Calver Wealth Management now for quite some years, and have been more than happy with the outstanding progress our investments have made.
If i had to recommend a company who go out of there way to keep you up-to date on a regular basis, are more than happy for you to contact them as many times as you like, and happy to call out to see you if you are unsure about anything, it would have to be the calver Wealth Management team.
An excellent company giving 1st class advice,
Thanks Steve and all the team at CWM
Tony M

Pam Rayward

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.

Cameron Brown

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.

Ed George

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!

will pettit

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.

Tom Lloyd

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.