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 £150m 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.
Our Staff
Advisers
- Chris Groom
...moreFinancial Planner
Whilst 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 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.
- Spencer Franks
...moreChartered 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 life and amongst his hobbies are clay pigeon shooting, football, and travel which allows him to brush up on his Spanish.
- David Valder
...moreFinancial Adviser
David 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 honour degree in Aeronautical Engineering and the second is studying at Nottingham University Reading Ancient History.
Administration
- Isabelle Groom
...moreFinancial Administrator
Issy joined Calver Groom in May 2021 after finishing her A Levels. - Ashley Groom
...moreOffice 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 has since worked his way up to management.With a keen interest in helping Chris grow the company, Ashley thoroughly ...
- Vivienne Mitchell
...moreFinancial Administrator
Viv joined the industry working for Legal and General before joining Calver Groom.Outside of work Viv is a keen runner.
- Janothan Perananthan
...moreTrainee Financial Adviser
After completing his university degree in 2016, Jan joined the industry working as a client services associate for Fidelity International. He is currently studying for his qualifications in Regulated Financial Planning and hopes to be part of a new generation of financial advisers.Outside of work Jan enjoys playing football and is an avid supporter of Arsenal ...
Staff Welfare
- Candy Groom
...moreCalming Influence
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 sleeps a reasonable amount of time, but lets us know when someone is at the door before they ring!She enjoys performing a few tricks for the staff if they have treats available!
- Valentino
...moreSecurity
‘Tino’ is a German Spitz born in 2018 and is very affectionate. He loves to sit on Ashleys desk to do emails and power nap! Tino likes to greet everyone in the office by making lots of noise, hence his title.
- Vivienne Mitchell