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 at Southampton University studying Aeronautical engineering and a second hopefully going to university in September.
- 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.
- Ann Dean...more
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 ...
- Isabelle Groom...more
Issy joined Calver Groom in May 2021 after finishing her A Levels. She is currently studying for her Diploma in Regulated Financial Planning to further her career in the profession. She enjoys going to the gym and baking.
- 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 and progress towards Chartered Financial Planner qualifications.
Hannah keeps herself busy running around after her 2 young children and her Italian Cane Corso.
- 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 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!
- Vivienne Mitchell