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  7. Calver Groom Financial Management.

Calver Groom Financial Management.

Independent Financial Adviser  Parker House, Surrey, SM6 9AA
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FCA authorised
Last authorised 22nd February 2021
All of our business comes via referral, from existing clients and professional connections.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Wesley Ash
Financial Adviser
MR Spencer Franks
Financial Adviser
MR Christopher Groom
Director
About us

We are independent Financial Advisers specialising in Investment & Retirement Planning.

Our services

We have a large number of 55+ clients who we have been able to patiently help with their investment & retirement planning. All our portfolio's are diversely invested and actively managed on a discretionary basis by fund managers at different investment firms we work closely alongside.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Parker House, 44 Stafford Road, Wallington, Surrey, SM6 9AA

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