Category Archives: Personnel
David Valder
Financial AdviserDavid is a general practitioner dealing in investments, retirement planning, company pension schemes, mortgages and life and critical illness plans. David is married to Emma and has three children, one left Southampton University, in July 2023 with a 2:1… Continue Reading David Valder
Ashley Groom
Office Manager Ashley joined Calver Groom in May 2020 for a second time, having spent time in between working in London enjoying various roles and positions including Executive PA. Ashley originally joined after finishing school as a financial administrator and… Continue Reading Ashley Groom
Isabelle Groom
Financial Administrator Issy joined Calver Groom in May 2021 after finishing her A Levels.
Wesley Ash
Chartered Financial PlannerWesley 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… Continue Reading Wesley Ash
Spencer Franks
Chartered Financial Planner 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… Continue Reading Spencer Franks
Chris Groom
Financial AdviserWhilst involving himself in all aspects of financial planning since 1982, he is now especially interested in investment advice and works closely with various platforms and especially discretionary fund managers at Brewin Dolphin and Rathbones. Whether the financial vehicle… Continue Reading Chris Groom