Grangewood Financial Management Ltd

Independent Financial Adviser Heybridge Business Centre, 110 The Causeway, Heybridge, Maldon, Essex, CM9 4ND
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We design, implement and provide on-going management of sound financial strategies so you can achieve and maintain your ideal lifestyle.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • 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
    • Wealth management
    • Corporate pension
    • Employee benefits
    • Long term care
Meet our advisers
Sarah Harragan CFP APFS DIP PFS Certs CII (M&ER)
Chartered and Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Allan Harragan ACII APMI APFS CFP
Chartered and Certified Financial Planner, Director
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
• I have every confidence in Allan Harragan. He is straightforward, reliable, makes complicated things understandable. He understands my wishes as a client and my attitude towards money and risk. He regularly keeps in touch with me with good advice and recommendations. He has a delightful sense of humour. Allan has looked after my money for 30 years, weathering the financial storms. It has always been a pleasure having Allan advise me. He's done tremendously well for my investments. I trust him and would thoroughly recommend him.
Jane, London
• Allan and his team provide the perfect service. His personal approach makes discussions easy to follow and his guidance is readily understood when decisions need to be made. He has always had our best interests in mind and ensured that the cost of the support and guidance he provides were minimal. Allan provides as much or as little communication as you wish to receive and I find his regular newsletters and updates of great interest too. I have every confidence in him to continue providing an excellent service.
Ken, Hertfordshire
We have always received a professional and friendly service from Sarah and all the staff at Grangewood. We have thrown Sarah some interesting challenges which she has always risen to and resolved. Sarah has taken the trouble to get to know us and our personal financial requirements and understands our plans and aspirations for the future.
Karen, Essex
Where to find us

Heybridge Business Centre, 110 The Causeway, Heybridge, Maldon, Essex, CM9 4ND

Contact us
About us

We are truly independent, put our clients interests first and have a great deal of experience of working with people just like you.

We have won a number of awards that prove we can apply our knowledge for the practical benefit of people just like you.

We offer a no cost no obligation initial meeting where we spend time listening to you and your needs before deciding if we are the right people to help you. If you don't need our help we will do our best to point you in the right direction. Although we can not provide advice at initial meetings.

We would like a ong term relationships with you and with your familt as your trusted adviser and partner for the life. To enable you to live the life that you want, for life, without fear of ever running out of money, whatever happens.

Our services

Working with us you will

• know where you are, and what you need to do to get to where you want to be

• Sleep well at night knowing your money is managed to ensure you don’t feel nervous when markets fall

• Receive what you need, whether that’s an income stream, or maximising investment growth

• Have someone there for you, to guide you through the financial problems that arise at different stages in life

• Achieve and maintain your desired lifestyle without fear of ever running out of money

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Grangewood Financial Management Limited (FCA ref 434807) is Authorised and Regulated by the Financial Conduct Authority for the provision of investment business in the UK. For any information about Grangewood Financial Management Limited, for Investment Advice, or for a copy of the Company's Terms of Business, please contact the company on or at Heybridge Business Centre 110 The Causeway Heybridge Maldon CM9 4ND

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