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VerifiedFinancial Services· Founded 2012

Calver Wealth Management

Calver Wealth Management are a Chartered Financial Planning Practice based in Oakham, Rutland. We have clients throughout the whole of the UK and are able to conduct meetings either face to face, phone or video call We work together with private individuals, business owners and sports professionals to help design a bespoke financial plan, tailored to their unique requirements. Using our knowledge and expertise alongside the latest technology, we design modern and personalised financial solutions for our clients. Calver Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 30/05/2025

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HeadquartersRutland, United KingdomEmployees3(1 to 10)Founded year2012Websitecalverwm.co.ukLinkedIn profileLinkedIn

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Top roles at Calver Wealth Management

2 distinct titles indexed · top 2 shown.

  • 1financial adviser
  • 1partner support specialist

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