Grange Financial Planning Ltd

We advise a small number of clients because we have focused for many years on providing a comprehensive review service. Most of our new enquiries now come via referrals from existing clients because they trust us. Our assets under management are about £15m.

Pensions

We help clients understand what they might expect as retirement income from all sources, identify any shortfall, recommend suitable solutions, implement their chosen strategy and review it annually.

Investments

We help clients identify what they are investing for, understand what they might expect of their investments, identify any shortfall, recommend suitable solutions, implement their chosen strategy and review it annually.

Mortgages & Borrowing

We help clients assess what they can afford, recommend suitable solutions, implement their chosen strategy and review it annually.

Protection

We help clients understand what they might expect from all sources if they suffer an accident or illness, identify any shortfall, recommend suitable solutions, implement their chosen strategy and review it annually. Any investment strategy remains vulnerable to changes in personal circumstances unless protection is considered.

Estate Planning

We help clients understand what the issues are for them and their families, recommend suitable solutions, implement their chosen strategy and review it annually. This will include liaising with their legal advisers, possibly implementing and administrating life cover and trusts.

Charitable Giving

We help clients who wish to give, to do so tax efficiently, by recommending suitable solutions, implementing their chosen strategy and reviewing it annually.

Divorce

We help clients understand what the issues are for them and their families, recommend suitable solutions, implement their chosen strategy and review it annually.

Financial Education

We can provide education on a one to one or group basis.
We have presented on Premier Radio and Win FM. We regularly conduct seminars for those in the medical profession. We have presented to groups of employees of local businesses on behalf of the FSA as part of their Money Made Clear project. We have also worked with schools and colleges, shared interest groups like U3A and women's groups. Just as valued, has been meeting with widows who lack confidence in handling their finances by themselves.