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. Continue reading
Viv joined the industry working for Legal and General before joining Calver Groom.
Outside of work Viv is a keen runner. Continue reading
“Calver Groom made the process of bringing together a number of different pension plans really easy and I am delighted with the advice I received.”Mr H, January 2017
“This was a great help to us, as it took away the headache of trying to sort this out ourselves, thank you.”Mr & Mrs B, June 2017
“Calver Groom has arranged for us to invest funds with Brewin Dolphin, who we understand to be a good long established company. The diversification of investments appears to be very good and the fact that it is a managed service means that values are much more likely to go up rather than down.”
Mr & Mrs G, January 2017
“After all the rule changes regarding pensions we needed a clearer understanding of how it works and the impact it would have when we retire. Calver Groom explained everything clearly and impartially. Pooling all our funds under a discretionary investment gives us far more confidence that our money will be managed in a more effective way.”Mr & Mrs P, May 2016
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 week with her better half (?!) Paul. When at home she loves gardening and they both enjoy travel and have several breaks a year to recharge their batteries.
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! Continue reading
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. Continue reading
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. Continue reading