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.
- Chris Groom...more
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...more
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 life and amongst his hobbies are clay pigeon shooting, football, and travel which allows him to brush up on his Spanish.
- Wesley Ash...more
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.
- David Valder...more
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.
- Mark Walker...more
Mortgage and Protection Adviser
Having attained his CeMAP qualification Mark has spent over 10 years advising and helping clients through the mortgage and protection maze. With many lenders and insurers out there, with often difficult criteria challenges, Mark is able to apply his wealth of experience and knowledge to client’s individual circumstances to find the most suitable solution for their needs.
- Colm Brennan...more
Colm is a general practitioner dealing in investments, retirement planning, company pension schemes, and life and critical illness plans.
Colm has 3 children, Liam is qualified as a Quantity Surveyor specialising in Passive House building. Dan is a contracts manager for a telecommunications company and Shannon is an Estates Manager for an estate agents.
- 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 ...
- Isabelle Groom...more
Issy joined Calver Groom in May 2021 after finishing her A Levels.
- Ashley Groom
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 ...
- Vivienne Mitchell...more
Viv joined the industry working for Legal and General before joining Calver Groom.
Outside of work Viv is a keen runner.
- Hannah Penn...more
Hannah joined the industry in 2010 as an administrator for a firm of Independent Financial Advisers. Following the successful completion of her Financial Adviser professional qualifications she looked to further her career as a Paraplanner.
Hannah keeps herself busy running around after her 2 young children, cat & dog!
- Janothan Perananthan
Trainee 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 ...
- Hershys Amoncio
Hershys started her career in financial management as a team administrator for an IFA firm in the United Arab Emirates. She moved to the UK to further her education and completed her Master’s Degree in International Banking and Finance in 2019. Committed to building her career in the financial management industry, she worked on getting her professional qualification ...
- Alice Loizou...more
Alice joined Calver Groom in September 2023, after completing her GCSEs. She is currently working towards a Level 3 Financial Services Administrator apprenticeship.
In her free time, she enjoys long walks with her dog, Teddy.
- Candy Groom...more
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!
‘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
- Isabelle Groom