Granite Financial Planning Ltd

Independent Financial Adviser Banchory Business centre, Burn O'Bennie Road, Banchory, Aberdeenshire, AB31 5ZU
FCA verified
8th October 2018
Our Managing Director Paul Gibson is the current 2016 FT Money Management Financial Planner of the Year.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Paul Gibson
Managing Director & Chartered Financial Planner
Where to find us

Banchory Business centre, Burn O'Bennie Road, Banchory, Aberdeenshire, AB31 5ZU

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?”

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

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