Building long-term relationships, not one-off transactions

Calver Groom Financial Management is an independent firm concerned with building long-term relationships with clients, rather than transacting lots of one-off business. We primarily manage clients' wealth and provide advice on a wide range of financial matters, and the financial plan we build for each client drives everything we do.

By taking a long-term view and investing in our relationship, we have found building strong client relationships works best for us. We believe the best way to understand your needs properly is to regularly spend time with you, so we can manage an ideal long-term plan to achieve your goals.

The trust our clients have shown us over the years means we now have in excess of £150m in funds under our management. We offer independent financial advice, meaning we can offer a full advice service and are not restricted to using a selection of providers.