Our Story

Grange Financial Planning was founded in 1998 and has grown to serve many individuals, families, charities and businesses across the UK. We provide high quality independent financial advice, putting our clients first in everything we do.

We are delighted to be celebrating over 25 years of trading. The diligence and close attention to detail of our dedicated team has created longstanding relationships with our valued clients and provided sound financial stability to many.  We will continue to provide the same excellent service to both our existing and new clients.

  We are independent, female and Christian led. Our core values are integrity, sustainability and diligence. We provide access to sustainable managed portfolios and work closely with our clients to find solutions that best-suit their attitude to sustainable investment. The portfolio providers we use have similar core values, and we work with them to help meet the UN’s sustainable development goals below.

Our mission at Grange

GREAT SOLUTIONS

To offer our clients suitable advice and products with integrity.

STRONG RELATIONSHIPS

To build long-term relationships with our clients, introducers, providers and peers.

TRUSTED REFERRALS

To be found so reliable and trustworthy that clients regularly refer their family and friends to us.