Calver Groom Financial Management is an independent firm that is concerned with building long term relationships with clients, rather than transacting lots of ‘business’ with one off ‘customers’. We primarily manage clients’ wealth and provide advice on a wide range of financial matters. The financial plans we put together for each of our clients drives everything we do.
By taking a long term view and ‘investing in our relationship’ (which might sound old-fashioned in today’s high tech and internet based world), we have found building these strong client relationships work best for us. So despite all of today’s technological advantages, we believe that the best way to understand your needs is to regularly spend time with you. By understanding you properly we can then put together and manage an ideal long term plan to achieve your goals.
The trust our clients have shown us over the years means that we now have in excess of £110m in funds under our management.
We offer independent financial advice, which means we can offer a full advice service and are NOT restricted to using a selection of providers. We work for our clients and not for an investment company or insurer.
- Chris Groom
Whilst involving himself in all aspects of financial planning since 1982, he is now especially interested in investment advice and works closely with discretionary fund managers at Brewin Dolphin, Rathbones and Standard Life Wealth.
Whether the financial vehicle chosen is a pension scheme, an ISA or another product or account, Chris is keen to ensure your savings are invested in a tax-efficient way and providing protection against inflation. ...more
- Spencer Franks
Using experience in many varied aspects of financial planning, Spencer helps clients to understand, increase and protect their assets by advising on a range of services and products from across the market.
Spencer enjoys an active social life and amongst his hobbies are clay pigeon shooting, football, and travel which allows him to brush up on his Spanish. ...more
- Wesley Ash
Chartered Financial Planner Wesley enjoys providing holistic advice and complete financial planning, building relationships with and working alongside his clients throughout their lifetimes to ensure their financial plans remain in track.
He specialises in Pensions and Investments and also has a keen interest in helping his clients plan their estates and reduce their Inheritance Tax liabilities. ...more
- Nigel Uwins
Whilst dealing in all aspects of financial planning, he is especially interested in Pension and Investment advice, ensuring that the most tax efficient vehicle is used to achieve his clients goals and objectives, in line with their attitudes to risk.
Nigel is married to Sharon. They have two children along with their dog, Rory, and four grandchildren. His main hobby being Clay pigeon shooting and is a keen club competitor ...more
- John Isitt
He joined the industry in 1965 with Pearl Assurance, becoming an insurance agent. In 1996 he left Pearl to become an Independent Financial Adviser.
In 2001, John started his own IFA practice becoming their Managing Director. John is now semi retired and is a consultant working alongside Wesley Ash, servicing clients.
John is married to Janice; they have a daughter, ... ...more
- Ann Dean
With a number of Grandchildren now to spend time with, Ann decided that with the introductions of Pension Freedoms and a massive change to legislation, tax and rules, spending time with the grandchildren was more appealing! So early retirement sounded more attractive.
To keep fit, Ann swims most mornings and uses the gym a couple of times a ... ...more
- Janice Mogford
Janice joined the industry with the Lambeth Building Society and has since worked for Legal and General and Ann Dean Financial Services amongst others.
Janice enjoys badminton, swimming and photography during her spare time. ...more
- Geoff Furniss
Geoff has worked in financial services since 1991 and has worked with Chris since 2003, having previously worked together at Azgard Ltd as Independent Financial Advisers.
He is married to Janet with two grown-up children. ...more
- Vivienne Mitchell
Viv joined the industry working for Legal and General before joining Calver Groom.
Outside of work Viv is a keen runner. ...more
- Ketan Agrawal
Ketan has recently graduated from the University of Surrey with a first class honours degree in Economics and Finance. He is currently studying towards his Diploma in Regulated Financial Planning.
Ketan likes to keep up to date with financial news and has an interest in investment products. He enjoys playing table tennis and badminton and is also part of the International Society for Krishna Consciousness. ...more
- Candy Groom
Candy is a Poodle / West Highland Terrier cross, born in 2013. She is quite shy, but loves coming to the office each day rather than being left on her own at home. She sits quietly under the desk in the office and is rarely heard, but has been known to bark at a fund manager or 2, how very Intuitive of her!
She enjoys performing a few tricks for the staff if they have treats available! ...more