Our team consists of Elizabeth, an independent financial adviser for 24 years, and her administrator Charlotte. We also draw upon the resources of True Potential. Elizabeth is a member of the Chartered Insurance Institute and the Association of Christian Financial Advisers. She is particularly experienced in advising clients from the medical profession. Grange Financial Planning offers the first meeting free of charge, and all subsequent fees are agreed with you in advance.
We are experts at providing tailored financial advice for individuals, with a particular focus on ethical investments. For twenty years we have offered specialist advice to doctors and healthcare professionals, as well as to people from all walks of life who value a professional, trustworthy service. We help you to make informed decisions, explaining your options and highlighting risks. We also encourage you to review your financial plan annually to keep it on track. We want our clients to be so pleased with our service that they recommend us to their nearest and dearest – and they often do!
Grange Financial Planning Ltd, Pond Side, Morestead, Hampshire, Winchester, SO21 1LZ
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