Judge Profile profile for Steve Calver
Steve Calver is the Senior Partner of Calver Wealth Management, a partner practice of St. James’s Place. Steve has worked within financial services for over 17 years, establishing Calver Wealth Management in 2012 with his daughter, Jo, who works alongside Steve as an advisor.
Steve and Jo advise on Investment planning, Inheritance Tax planning and Retirement Strategies. Steve and Jo work on a one to one basis with their clients providing a holistic approach, ensuring they cover every important aspect of financial planning, as they understand that no individuals needs or financial goals are ever the same. Steve and Jo have the advantage of working with all generations within a family to ensure their hard earned wealth is protected for the future.