• Derek Davies

    “We found the service at Calver Groom excellent. Spencer Franks gave us a very good insight to the product and the best investment to suit both my wife & me. We now have a retirement plan in place which he has devised for us. We would highly recommend Calver Groom, especially Mr. Franks”Derek Davies, February 2024

  • Liz Gibson

    “Helpful, friendly advice given in an understandable way taking full account of my needs and preferences.”Liz Gibson, February 2024

  • Steve Cordes

    “Great service and advice. Friendly, helpful staff.”Steve Cordes, February 2024

  • Janet Wright

    “Spencer explains finances in a simplistic manner and offers excellent advice. He has a charming manner, and we feel very well supported by him.”Janet Wright, February 2024

  • Scott Hume

    “Always get financial advice from here. Spencer has helped me when it came to getting a mortgage and always steers me in the right direction. Friendly, reliable, and always happy to help! Highly recommend!”Scott Hume, February 2024

  • CM & CJ

    “We have been working with Chris and his team for more than a decade, and the firm provides an outstanding service. Regular and clear communications. Advice that is bespoke to us, helpful and friendly always. Strongly recommended.”CM & CJ, February 2024

  • Brian Goddard

    “I cannot recommend this company highly enough. I have found them reliable, helpful, responsive, and efficient. Over the years they have advised me on mortgages, investments and now pension decisions. Spencer Franks especially has been invaluable and very patient!”Brian Goddard, February 2024

  • Ninoo Bhagwagar

    “I have trusted Calver Groom to manage my finances and have never been disappointed. Spencer has been an excellent manager. He has explained things in a way that I understand and has avoided using jargon which only confuses me.”Ninoo Bhagwagar, February 2024

  • I Morgan

    “We found the service at Calver Groom extremely helpful. Spencer Franks gave very knowledgeable and intuitive advice, and, with his expert guidance and support, we now have a retirement plan in place which he has devised for us. This has given us confidence and peace of mind. We would highly recommend Calver Groom.”I Morgan, February 2024

  • Carmen Marrero

    “I’ve had an outstanding customer experience with Calver Groom. Spencer, my advisor, is very friendly, professional, honest, and crucially, very knowledgeable and clear with his advice. He listened to my lifestyle choices and tailored a plan accordingly. My experience with financial advisors in the past had not been great. I was recommended to Calver Groom by a good friend. I wish I had found them earlier!”Carmen Marrero, February ...

  • Mark Ashmore

    “I chose Calver Groom (specifically Spencer) to act as my FA as he had been the Company FA where I worked before my fairly recent retirement. I always found Spencer knowledgeable helpful and friendly, with a real knack of explaining the jargon to those of us without a great deal of financial experience. My instinct was to trust Spencer with my pension pot, six months into retirement I certainly do ...

  • Julie Northeast

    “I would highly recommend the balanced and considered advice offered from, particularly, Spencer Franks at Calver Groom. He was very concise and clear in his information relating to the complex subject of pensions and had a very easy manner which immediately inspired confidence.”Julie Northeast, February 2024

  • Ms M, August 2019

    “Spencer truly is excellent!”Ms M, August 2019

  • 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

  • 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

  • Mr C, March 2019

    “Excellent service provided by Calver Groom and first class personal service from Spencer Franks.”Mr C, March 2019

  • 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

  • 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

  • Mr J, July 2018

    “Your service has exceeded my expectations. I would not hesitate to recommend you.”Mr J, July 2018

  • Mrs R, July 2018

    “I wish to commend Wesley Ash for his caring and professional approach to my particular situation. He is a credit to the company.”Mrs R, July 2018

  • Ms M, June 2018

    “I have been a client with Calver Groom for many years now and compliment them all on their professionalism, friendly service, sound financial/ investment advice and personal attention. I am so impressed with the service received, I am now investing with them on behalf of my mother. However, you decide to invest, Calver Groom will make sure your portfolio of investments reaches its highest potential within financial markets.”Ms M, ...

  • Mr E, June 2018

    “Christopher Calver Groom and his team have professionally and personally led us through the maze of the investment and pension worries for many years, always ready to give time and advice, particularly responding to our changing personal circumstances.”Mr E, June 2018

  • Mr W, January 2018

    “I received excellent financial advice at a true of significant charge in my financial circumstances. This has resulted in returns exceeding our expectations. We similarly have received clear, objective and helpful advice in relation to key person decisions.”Mr W, January 2018

  • Nicky, January 2018

    “Calver Groom have been very patient with us making our decision to move our ISA to them. We look forward to working with them and discussing our retirement options.”Nicky, January 2018

  • Mrs G, December 2017

    “As first time buyers, this process was initially very daunting. Spencer instantly put us at ease, explaining every process, no question we asked was too much. Spencer went above and beyond to help at every opportunity and I will highly recommend to anyone. “Mrs G, December 2017

  • Mr C, November 2017

    “I feel Nigel has a good understanding of what I am trying to achieve with my pension and he is helping me to hit my goal”Mr C, November 2017

  • Mrs Power, November 2017

    “I feel that Nigel Uwins has given us a very personal service, and has been very understanding of our needs and requirements”Mrs Power, November 2017

  • Mr Ken, November 2017

    “Based on my experience with Calver Groom I am confident that advise has been given in a professional and friendly manner and my pension (which is my future) is in good hands”Mr Ken, November 2017

  • Mr French, November 2017

    “I have been very impressed with the patience Wesley has shown in explaining each stage of the process and found him to be approachable with parts I had difficulty in understanding.”Mr French, November 2017

  • Mr Young, September 2017

    “Nigel has always given clear, honest and useful advice. He has our trust which is vitally important in this field!”Mr Young, September 2017

  • Mr & Mrs J, September 2017

    “Fantastic service from beginning to end. Professional and prompt and always available to answer any additional questions that we had.”Mr & Mrs J, September 2017

  • Mr H, January 2017

    “Calver Groom made the process of bringing together a number of different pension plans really easy and I am delighted with the advice I received.”Mr H, January 2017

  • Mr & Mrs B, June 2017

    “This was a great help to us, as it took away the headache of trying to sort this out ourselves, thank you.”Mr & Mrs B, June 2017

  • Mr & Mrs G, January 2017

    “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 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

  • Mrs S, August 2016

    “Calver Groom’s sound advice has enabled me to plan for my financial needs in retirement with confidence, secure in the knowledge that my needs will be regularly reviewed and my investments monitored to provide both reassign protection and maximum returns.”Mr C, August 2016

  • Mr G, September 2016

    “Excellent advice and guidance as I had a tricky employment situation. Thanks!”Mr G, September 2016

  • Mr C, November 2016

    “Our financial options have been fully explained to us. I feel confident that we now have a plan for my retirement which will benefit both of us for many years.” Mr C, November 2016

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