Since 2002 I have worked within the financial services industry originally with Openwork, Zurich, accepting an invitation to join to St. James's Place Wealth Management in 2012.
In line with my professional background, I have focussed on developing specialist knowledge within this industry and I am fully qualified in Trusts* and Estate Planning. As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax planning and Retirement Strategies.
Fundamentally I see my approach as holistic, ensuring we cover every important aspect of your financial planning, as no individuals need or financial goals are ever the same. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority.
I have been part of St. James’s Wealth Management since 2012 working alongside my father in our family Practice Calver Wealth Management.
We strongly believe in succession planning and helping all generations within a family. Having two generations within our own business helps us relate to and understand our client’s needs to a greater level.
I work closely with young professionals and sports professionals. We also work closely with British Eventing providing Equestrian Specialist financial advice to riders and owners and we are the official sponsors of the British Eventing 2* league.
We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. We build our business predominantly on personal introductions and recommendations and feel that the growth in our business over the years may be seen as a reflection of the service we provide and satisfaction of our clients.
In my spare time I enjoy running and walking our fox red Labrador Hetty.
Julie joined Calver Wealth Management in 2013, prior to this Julie worked at HSBC and has over 10 years of financial services experience behind her.
In her current role she provides PA support to Steve, has an eye for detail and a passion for excellent customer service. Her role involves client preparation, submitting daily business and providing specialised document production for clients and the practice.
Julie is an extremely valued member of the team who enjoys spending time with her family and her dog Rosco.
Jo joined Calver Wealth Management in August 2018 coming from an experienced PA role within the commercial sector.
Jo’s role is to handle the operational, organisational and managerial responsibilities of Calver Wealth Management and also head of client servicing. Jo helps to manage client queries and servicing requirements.
Jenny joined Calver Wealth Management in September 2018 coming from an experienced administrative role within the public services sector.
Jenny's role is to assist with the preparing and submission of documentation for the Practice.