Independent financial advisers in Wallington, Surrey
Independent financial planning advice for clients in Wallington, Surrey.
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, we believe the best way to understand your needs is to regularly spend time with you, allowing us to put together and manage an ideal long-term plan to achieve your goals.
We offer independent financial advice, meaning we are not restricted to a selection of providers. We work for our clients, not for an investment company or insurer.
My solicitor recommended Calver Groom for advice and assistance on the implications of a personal loan. I am most grateful for the time they spent on my query and did not charge me for, which I thought was most generous.
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 and me. We now have a retirement plan in place which he has devised for us.
Helpful, friendly advice given in an understandable way taking full account of my needs and preferences.
Great service and advice. Friendly, helpful staff.
Spencer explains finances in a simplistic manner and offers excellent advice. He has a charming manner, and we feel very well supported by him.
Call us on 020 8647 2004 now, for a no obligation conversation on how we can help you.