“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 G, January 2017
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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
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Ann Dean
Financial Consultant
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 week with her better half (?!) Paul. When at home she loves gardening and they both enjoy travel and have several breaks a year to recharge their batteries.
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Candy Groom
Calming 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!Continue Reading Candy Groom
David Valder
Financial 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.Continue Reading David Valder
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Ashley Groom
Office 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 enjoys his role, as does his German Sptiz, Valentino. Ashley enjoys a lunch time gym session and walking the dogs.
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Isabelle Groom
Financial Administrator
Issy joined Calver Groom in May 2021 after finishing her A Levels.Continue Reading Isabelle Groom
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Wesley Ash
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.Continue Reading Wesley Ash
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Spencer Franks
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.Continue Reading Spencer Franks
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Chris Groom
Financial 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.Continue Reading Chris Groom
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