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. Since inception, we have provided access to ethical managed portfolios and, being a small firm, we are able to care for our clients to a degree that large corporations simply can't.
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.
Being a relatively small firm, we can offer bespoke, tailored advice to each client and process client requests quickly and effectively. Working in close quarters, the team is close-knit and functions cohesively to achieve the best outcomes for our clients.
We offer a range of services including advice on retirement, investments, house purchases and protection and specialise in providing these services to members of medical professions.
The key strength of our firm is the long-standing relationships we develop and grow with our clients. The majority of our income resides in ongoing fees which shows that we are able to keep our clients happy with professional advice, good returns and competitive charges.
You will find it difficult to match our level of expertise for a similar fee elsewhere.