Jo Calver

Jo Calver

Calver Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Oakham
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Verified since: March, 2021
4.9 out of 5

74 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 May 2026

    Jo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Jo has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 October 2022

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

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About

-Chartered Financial Planner at Calver Wealth Management since 2012. - Voted Highly Commended Financial Adviser of the year - Midlands and East Anglia at the Women in Finance Awards 2019. - Listed in The Times in 'The 2025 Guide to Top Rated Financial Advisers' by Vouchedfor. - Finalists for Service Excellence at the Cambridge Business Awards 2023 At Calver Wealth Management, I work closely with private individuals, business owners, and sports professionals—offering tailored solutions that reflect the unique challenges and opportunities each client faces. From long-term wealth planning to retirement strategies, tax efficiency, and investment management, I focus on building trusted relationships and delivering clear, actionable advice. My goal is to bring clarity and structure to your financial world, so you can focus on what matters most—whether that's your business, career, or personal aspirations. Chartered status means you can be assured of the highest standards of ethics, knowledge, and professionalism. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx