1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Owslebury
  10. breadcrumb-arrow
  11. Grange Financial Planning Ltd

Grange Financial Planning Ltd

Independent Financial Adviser  Grange Financial Planning Ltd, Hampshire, Winchester, SO21 1LZ
check
FCA authorised
Last authorised 11th October 2021
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MRS Elizabeth Mackenzie BA(Hons) ACIB DipPFS
Adviser
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!

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Orchard Wealth Ltd
Independent Financial Adviser 2.23 mi
Helping you manage your wealth and achieve your financial goals.
 
See profile
Chris Poynton
Independent Financial Adviser 2.91 mi
Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. Chris looks after a broad range of customers throughout the South of England.
 
See profile
Atticus Financial Planning Ltd
Independent Financial Adviser 2.97 mi
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
 
See profile
Tenet Financial Services Ltd
Independent Financial Adviser 3.02 mi
Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
 
See profile