Grainger Financial Planning

Independent Financial Adviser  St Peters Gate, Sunderland, Tyne and wear, SR4 7YF
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FCA authorised
Last authorised 27th July 2020
Our aim is to give you quality advice and a first class service in an easy to understand way.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Paul Clough CertPFS
Financial Planner
Michael McGurrell APFS
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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