Grange Financial Planning Ltd

Independent Financial Adviser Grange Financial Planning Ltd, Pond Side, Morestead, Hampshire, Winchester, SO21 1LZ
FCA verified
17th June 2019
Specialists in ethical investments and all aspects of financial planning, and financial advisers of choice for medical and healthcare professionals
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Elizabeth Mackenzie BA(Hons) ACIB DipPFS
Where to find us

Grange Financial Planning Ltd, Pond Side, Morestead, Hampshire, Winchester, SO21 1LZ

About us

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.

Our services

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!

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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