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 25 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Calver Wealth Management

☎️3302020275

⏰ Open Hours of Calver Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Calver Wealth Management is a reputable and well-established financial planning company located at 15 Kempton Dr, Oakham LE15 7QL, United Kingdom. With a phone number of 3302020275, and a user-friendly website at calverwm.co.uk, the firm has made it easy for potential clients to reach out and learn more about their services.

Specializing in financial planning, Calver Wealth Management has built a strong reputation within the industry. They are known for their dedication to providing professional, sound advice to their clients, which has been consistently reflected in their client reviews. In fact, the company has received an impressive 25 reviews on Google My Business, with an average rating of 5 out of 5 stars. This high level of satisfaction among past and present clients speaks volumes about the quality of service that Calver Wealth Management delivers.

One notable characteristic of Calver Wealth Management is their personalized approach to financial planning. They understand that every client's financial needs and goals are different, and they work closely with their clients to develop tailored solutions that address their unique situations. This commitment to personalized service has made Calver Wealth Management a trusted partner in helping their clients achieve their financial objectives.

Professionalism and Patience

In addition to their expertise and personalized approach, Calver Wealth Management is also commended for their professionalism and patience. Several clients have praised Jo, a key member of the team, for her exceptional communication skills and willingness to work with clients at their own pace. This dedication to client satisfaction has resulted in long-lasting relationships between Calver Wealth Management and their clients.

One client, in particular, has been working with Jo for over seven years, expressing their appreciation for her professionalism, sound advice, and kindness. Jo has gone above and beyond to assist this client in various financial matters, including sorting out their wills and powers of attorney. This level of commitment and attention to detail is a testament to Calver Wealth Management's excellence in the field.

Conclusion

👍 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.