Calver Wealth Management - Oakham

Overview of Calver Wealth Management

Calver Wealth Management, located at 15 Kempton Dr, Oakham LE15 7QL, United Kingdom, is a trusted financial planning service provider. With a contact number of 3302020275, clients can easily reach out to this established firm for expert advice on their financial future. Their official website, calverwm.co.uk, offers an insightful look into their services and the wealth of knowledge they bring to the table.

Specialties and Services

The company specializes in providing comprehensive financial planning services, with Financial Planner as their core offering. This indicates a deep commitment to guiding clients through the complexities of managing their wealth, from investment strategies to retirement planning. Their dedication to personalized advice is evident in their ability to tailor solutions to meet individual client needs.

Location and Contact Information

Situated in the picturesque town of Oakham, Calver Wealth Management is conveniently located for clients in the local area. Their straightforward contact details make it simple for potential clients to reach out and initiate a consultation. The phone number 3302020275 provides a direct line to the professionals who can assist with all financial planning needs.

Online Presence and Reviews

With a solid online presence, Calver Wealth Management boasts an impressive number of reviews on Google My Business. The average opinion across these reviews is an impressive 5/5, reflecting the high level of satisfaction their clients experience. Testimonials highlight the professionalism, patience, and dedication of their advisors, particularly Jo, who has been guiding clients for over seven years. This long-standing service speaks volumes about their reliability and expertise.

Recommendation and Contact Information

For anyone seeking reliable financial guidance, Calver Wealth Management stands out as a top choice. Their combination of expert financial planning, personalized service, and outstanding client satisfaction is a compelling reason to consider them for your financial needs. To explore their services further or to schedule a consultation, visiting their website calverwm.co.uk is highly recommended. It's the first step towards taking control of your financial future with the expertise and care of Calver Wealth Management.

Choosing Calver Wealth Management means partnering with a team that values your financial well-being and is committed to helping you achieve your financial goals. Don't wait another day to secure your financial future; take the initiative and reach out today.

👍 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.

Melanie R.

5/5

Having worked with Jo at Calver Wealth for the last few years I can highly recommend the service provided. Understandable financial advice and support is so valuable and made so easy.

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.

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.