Financial Planner
Ketan is fully qualified as a Financial Planner, advising on a range of products and services from the whole market. He enjoys working with clients in helping them achieve their goals and objectives by growing and protecting their wealth. He is willing to work and guide clients through the complicated world of pensions and investments, and making sure their financial plans remain on track. Continue reading
Ketan Agrawal
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Hannah Penn
Paraplanner
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.
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Ms M, August 2019
“Spencer truly is excellent!”Ms M, August 2019
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Alison, June 2019
“Professional financial advice that I can trust. Calver Groom look carefully at my individual needs for future income and expenses.”Alison, June 2019
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Mr N, May 2019
“At every stage, Chris Groom has been extremely helpful, taking time to explain clearly the various options. I recommend him and the firm, highly.”Mr N, May 2019
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Mark Walker
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. Continue reading
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Mr C, March 2019
“Excellent service provided by Calver Groom and first class personal service from Spencer Franks.”Mr C, March 2019
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Mr & Mrs I, January 2019
“Always appreciate the personal approach and professional consideration. Would not hesitate to recommend their services.”Mr & Mrs I, January 2019
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Mr M, July 2018
“When we first contacted Calver Groom, we did not own a property or have any retirement plan. Spencer Franks gave very knowledgeable and intuitive advice and, with his expert guidance and support, we are now able to purchase a house. The retirement plan which Spencer Franks has devised for us has given us confidence and peace of mind, for which we are extremely grateful.”Mr M, September 2018
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Mr J, July 2018
“Your service has exceeded my expectations. I would not hesitate to recommend you.”Mr J, July 2018
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