Please leave your contact details and a brief summary of what you’re looking for using the form on the right. We will contact you to arrange an initial meeting to discuss how we might help you achieve your financial goals.

We will then analyse your existing investments, pensions, protection policies and your general financial circumstances and make our recommendations. We’ll provide a detailed report that reviews the performance of your fund holdings, the charges associated with your accounts, and the asset allocation of each product you hold.

We will tell you whether we think you should maintain your existing plans, recommend how your affairs can be streamlined, and suggest the most tax-efficient way forward. These recommendations will be given to you free of charge, and we will only incur charges should you decide to proceed with our advice.

As part of the process, we will assess your attitude to risk and ethical preferences. We specialise in ethical investment so we will always try our best to find ethical funds and portfolios that suit your needs and preferences, while bringing competitive returns. Perhaps there’s an industry that you would like to avoid investing in? We will look to find a solution that works for you.

If this sounds like something you would be interested in, please use our contact details below or the form on the right.

Grange Financial Planning Ltd 

Long Barn, Hazeley Road, Morestead, Winchester, SO21 1LZ

Email: info@grange-ifa.co.uk

Tel: 01962 676104

We are open 9:30-17:00 Monday - Thursday. We are closed on Bank Holidays.