Calver Groom Financial Management

I chose Calver Groom (specifically Spencer) to act as my FA as he had been the Company FA where I worked before my fairly recent retirement. I always found Spencer knowledgeable helpful and friendly, with a real knack of explaining the jargon to those of us without a great deal of financial experience. My instinct was to trust Spencer with my pension pot, six months into retirement I certainly do no regret the decision. Spencer, along with the team at Calver Groom have made the whole process easier and understandable.

I've had an outstanding customer experience with Calver Groom. Spencer, my advisor, is very friendly, professional, honest and crucially, very knowledgeable and clear with his advice. He listened to my lifestyle choices and tailored a plan accordingly. My experience with financial advisors in the past had not been great. I was recommended to Calver Groom by a good friend. I wish I had found them earlier!

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 & me. We now have a retirement plan in place which he has devised for us. We would highly recommend Calver Groom, especially Mr. Franks

We found the service at Calver Groom extremely helpful. Spencer Franks gave very knowledgeable and intuitive advice and, with his expert guidance and support, we now have a retirement plan in place which he has devised for us. This has given us confidence and peace of mind. We would highly recommend Calver Groom.

I have trusted Calver Groom to manage my finances and have never been disappointed. Spencer has been an excellent manager. He has explained things in a way that I understand and has avoided using jargon which only confuses me.