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BESPOKE ADVICE TO HELP

ACHIEVE YOUR FINANCIAL GOALS

mEET THE TEAM

We have a dedicated team of professional and highly qualified team members. We all have specified roles to provide the high service level we want our clients to experience.

Between all of us working together we will help plan, implement and provide an ongoing service to ensure your financial plan keeps on track.

ADVICE AREAS

Putting our clients at the front of our advice enables us to provide high quality financial advice. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

Every one of us will have different goals, provisions and tax status. We strive to offer the very best service to develop a long term relationship with you and help guide you through your financial plan.

WHAT DOES IT COST

We want your journey with us to be very transparent. Financial advice has various levels of complexity and so some advice may involve more time and detail.

We are happy to discuss your current position and provide you with an estimated cost for your advice before  we ask you for any commitment.

 

ABOUT US

Grange Estates Wealth Management is dedicated to delivering tailored independent financial advice. We are not tied to any one insurance , pension, investment or mortgage firm. 

Everyone's needs and objectives are different and we will help plan and implement the best financial path for you.

We aim to deliver our commitment by:

  • Providing personal face-to-face financial advice. We can also offer video calls which helps involve family members with your consent.  We ensure some financial advice can be sensitive and we will always offer our help and support.

  • Giving you the opportunity to review your financial affairs regularly

  • Effectively managing your investments

  • Keeping you informed of the latest news and any changes in legislation which might affect your personal situation and the ongoing advice we provide.

CONTACT US

Thank you for your enquiry. We will be in contact soon.

Head Office

204 Ashby Road. Loughborough

Leicestershire. LE11 3AG

Email: contact@grangeestates.co.uk 

Tel: 07815 941 033

Administration support: 01509 438321

Fax: 01562 519 606

contact

 

 

LEGAL

Grange Estates Wealth Management is a trading style of First Services Financial Limited. First Services Financial Limited is Registered in England & Wales, Company Number 6465071.

First Services Financial Limited is authorised and regulated by the Financial Conduct Authority. First Service Financial Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 479175.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to advice@firstservicefinancial.co.uk or telephone 01509 438321 . A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

© COPYRIGHT 2020 GRANGE ESTATES WEALTH MANAGEMENT.

ALL RIGHTS RESERVED.   

COOKIE POLICY    PRIVACY NOTICE

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