Grainger Financial Planning

Independent Financial Adviser St Peters Gate, Sunderland Science Park, Charles Street, Sunderland, Tyne And Wear, SR6 0AN
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
Our aim is to give you quality advice and a first class service in an easy to understand way.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
Michael McGurrell APFS
Financial Planner
Accreditations
Chartered Financial Planner
Paul Clough CertPFS
Financial Planner
Accreditations
Certified Financial Planner
What our clients say
For the past seven years Paul Clough has steered us through a financial minefield which has included early retirement from work, advice on inheritance tax, provision of an adequate and realistic pension, regular reviews and advice about investment in a volatile stock market, and explanation of any complex financial innovations which affected us. He has always made himself available, where necessary, at short notice and has never left any unfinished financial transactions dragging on unnecessarily.
Ronald, Northumberland
Paul Clough gives a very professional service. Giving a great deal of time to fully understand my attitude to risk, which has changed over the years I have dealt with him and he has given advise accordingly. He has also given a full explanation as to what recommendations he is advising and why these changes are necessary. I also received a full written report on the outcome of the consultation. If any changes are necessary between consultations written advise is sent, any questioned I either email or telephone with, these are dealt with promptly . Paul has a way of explaining what is a complex subject in simplistic terms which even I understood, this is very reassuring as is can be daunting dealing with money which has been hard earned.
Lesley, Tyne and Wear
Paul Clough has looked after my finances for over 10 years now and in all of this time his attention to detail, customer service and all round Financial knowledge has been superb. I would reccomend him and his company without hesitation.
Malcolm, Cleveland
Where to find us

St Peters Gate, Sunderland Science Park, Charles Street, Sunderland, Tyne And Wear, SR6 0AN

Contact us
About us

Grainger Financial Planning was established by Mike McGurrell and Paul Clough who have over 20 years worth of individual experience in the Financial Services industry, and have undertaken various differing roles throughout this period. As clients, you will benefit from all of the experience they have.

Mike holds the qualification of Chartered Financial Planner and Paul holds the Certified Financial Planner qualification.

Our services

We specialise in the pre and post retirement advice markets. Our usual clients are those looking to prepare towards their retirement and those coming up to retirement now, where we will assist them in considering their all of their available options.

We also work with clients where they are looking for investment advice to assist in providing with growth, income or both where we can review the suitability of the underlying investments frequently.

We advise on inheritance tax and other tax efficient investments and we believe that a long term relationship is key to the advice we give our clients.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Grainger Finanancial Planning Ltd are Independent Financial Advisers.
Registered in England and Wales: Company Number 07784097. Registered Address. 74, Cleadon Lea, Sunderland, Tyne & Wear, SR6 7TG.
Grainger Financial Planning Ltd is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 100% of the share capital of Intrinsic Financial Services Limited. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604. CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.

Similar advisers near you

Independent Financial Adviser 1.25 mi
Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
 
Independent Financial Adviser 4.03 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 4.35 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 4.35 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.