Testimonials

  • Mr H, January 2017

    “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

  • Mr & Mrs B, June 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

  • Mr & Mrs G, January 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

  • Mr & Mrs P, May 2016

    “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

  • Mrs S, August 2016

    “Calver Groom’s sound advice has enabled me to plan for my financial needs in retirement with confidence, secure in the knowledge that my needs will be regularly reviewed and my investments monitored to provide both reassign protection and maximum returns.”Mr C, August 2016

  • Mr G, September 2016

    “Excellent advice and guidance as I had a tricky employment situation. Thanks!”Mr G, September 2016

  • Mr C, November 2016

    “Our financial options have been fully explained to us. I feel confident that we now have a plan for my retirement which will benefit both of us for many years.” Mr C, November 2016

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