Granite Financial Planning Ltd

Independent Financial Adviser  Banchory Business centre, Banchory, Aberdeenshire, AB315ZU
check
FCA authorised
Last authorised 10th May 2021
Our Managing Director Paul Gibson is the current 2016 FT Money Management Financial Planner of the Year.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Paul Gibson
Managing Director & Chartered Financial Planner
About us

We are a boutique financial planning firm who work with a limited number of clients. We aim to provide a highly personal service and treat you as an individual. You will have a continual relationship with your financial planner and we welcome working with your other professional partners when appropriate.

Unlike many other advisers who still concentrate on product sales, we believe financial planning should come first as this is a vital process which helps determine how much investment risk is required (if any), whether you are on track to achieve your goals and importantly how much is enough.

Product advice may well follow but it is difficult to see how this can be done effectively without creating a financial plan first.

Our Managing Director, Paul Gibson is a Chartered Financial Planner, Fellow of the Personal Finance Society, Chartered Wealth Manager and Certified Financial Planner™. This combination of qualifications and designations make him one of the most qualified advisers in the UK.

If your adviser is not Chartered or Certified, ask why not. Don’t your financial affairs deserve the best?

Our services

We believe that a Financial Planner's role is primarily about planning and helping you achieve your objectives and not about selling financial products.

Financial planning done properly can answer life’s big questions such as:
"Can I afford to retire yet?"
"How much do I need to save?"
"Will I run out of money?"
"How much is enough?"
“What rates of return do I need to generate on my investments?”
“How much do I need to sell my business for?”

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Banchory Business centre, Burn O'Bennie Road, Banchory, Aberdeenshire, AB315ZU

Similar advisers near you

Independent Financial Adviser 0.87 mi
Firm of Chartered Financial Planners, specialising in a range of high quality financial services to private and corporate clients.
 
Independent Financial Adviser 8.69 mi
Giving you confidence in your financial future
 
Independent Financial Adviser 9.36 mi
We provide clients with a clear vision of their financial future.
 
Independent Financial Adviser 11.07 mi
Firm of Chartered Financial Planners, specialising in a range of high quality financial services to private and corporate clients.