Fiona Gray Financial Planning Limited

Independent Financial Adviser  The Old Forge, BEDFORD, Bedfordshire, MK45 2HX
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FCA authorised
Last authorised 7th June 2021
“Fiona is thoroughly professional, organised, authoritative and blessed with great people skills. I couldn’t recommend her more highly” RB, Berks
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Long term care
Meet our advisers
MISS Danielle Fagot
Independent Financial Planner
MRS Fiona Jane Gray DipPFS
Principal
About us

We are an appointed representative of Caliber Financial Associates Ltd. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

Written quotations on request. Deposit and life assurance may be required.
Broker fees may be charged.

Our services

We are a small, independent financial adviser practice located in Ampthill, Beds, offering personalised financial planning advice and information.
We gain most of our clients through personal recommendation and referral from existing clients, Solicitors and Accountants. Often, our recommendations will relate to items which would not result directly in business for us. We aim to provide a 'track to run on', for you to action, as and when your circumstances and funds permit, and are interested in developing long term partnerships with our clients to help them secure a sound financial future for themselves, their families and their businesses.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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