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 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:
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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.
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Giving you the opportunity to review your financial affairs regularly
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Effectively managing your investments
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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
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