November 2023 by Rosanna Hall
My husband and I have known and used Steve for financial advice for 15++ years, (before that he advised my parents for some years) he gives genuine, honest advice in all financial fields, you are also contacted yearly for a review, either by phone, zoom or in person it?s your choice, if also you any concerns or need advice at any other time Steve and his team are available, Recommend.
May 2021 by Mike Clay
I cannot recommend Calver Wealth Management too highly. Extremely professional, friendly, helpful, informative and always there for you.
April 2021 by Callum Hallam
Calver Wealth Management are such a great team, would highly recommend them. Always there when you need them.
March 2021 by Lisa Jacob
I have been a client of Steve's for a few years now and have been very happy with the service I have received from him. He's a great guy and knows his stuff! Julie, Steve's PA is always on the ball and very responsive to emails. Between them, I feel that my investments are in safe hands.
March 2021 by Chris Strong
Following retirement to Lincolnshire they helped us reorganise our finances and ensure a steady income through the ups and downs of national and global economics. The process was transparent and the relationship personal, friendly and helpful. A very positive experience.
September 2020 by Felix Parker
I have been a client of Jo's for a number of years now. I have always been impressed by their professional service and have seen my portfolio grow under their guidance. I highly recommend SJP and its always nice to receive a bottle of wine at Christmas!
September 2020 by Daniel Chillingworth
What a fantastic service and I can't recommend Calver Wealth Management highly enough, Jo has been fantastic and now I have everything under one roof.
September 2020 by Marcus Fountaine
Amazing service, extremely helpful and very knowledgeable. Couldn't recommend more!
April 2020 by Anna Gienc-Chistowska
Very professional, informative and helpful. I value their advice and I can highly recommend Calver Wealth Management to those looking for a reliable and trustworthy company taking care of their pension and future financial stability. I wish I have found them sooner. Very impressed with the service and performance.
March 2020 by Robyn Beebe
I have used the services of Calver Wealth Management for quite a while now, and have always been very impressed and comforted by their professionalism and expertise. Joanna is able to communicate things in such a way that I understand meaning I am not overwhelmed by a world I am not familiar with and feel confident and secure by the advice. I would recommend Calver Wealth Management in a heartbeat.
