Grendon Financial Services Ltd

Independent Financial Adviser 7 Holmoak Walk, Hazlemere, Buckinghamshire, High Wycombe, HP15 7RJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Grendon pride themselves on their servicing and we welcome new clients with the same high standards, having 25+ years experience.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection 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
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Stephen Hearne
Director
What our clients say
I wanted to bring together pensions and update the current position. He was very good, he took my details and brought my pension details up date with name changes etc. He reviewed my current position and gave advice on the policies available to me. Changes were made to my regular contributions and he came back when I wanted to make a lump sum at the end of the tax year. My pensions are now up to date and in a short time I have seen a good increase in the pot. I feel confident that I received good advice without being pushed or forced into anything.
Martine, Hazlemere
Stephen has provided general financial advise over a good many years and has always provided solid advice, looking to achieve the best fresults or the client. His advice in recent years has been perticularly helpful, due to changes in my employement. Stephen takes time to explore the market for the best or most appropraite policy to suit our needs and at affordable rates. He also ensures that the client is aware of the fees and commission involved in each transaction. I have done so and would have no hesitation in recommending Stephen to friends and family.
Keith Harper, Aylesbury
I met Stephen through a friend's recommendation. I had files crammed with years worth of financial paperwork and old accounts that I forgotten I had. More importantly, most of what I had, was just sitting there and not growing. Stephen spent a lot of time helping me consolidate my investments and pensions in order to maximise their potential. I'm an inquisitive person and questioned everything. I'm not the sort of person to be rushed into these things, but Stephen was understanding and explained all the products in detail (more than once), including risks, charges and projections. I never felt pressured to accept his advice or products. I took my time and eventually decided on the best options for me. I'm currently working abroad and Stephen updates me on progress from time to time. It's reassuring for me to know that Stephen is keeping an eye on my investments back in the UK for me.
Alice Waters, Thame
Where to find us

7 Holmoak Walk, Hazlemere, Buckinghamshire, High Wycombe, HP15 7RJ

Contact us
About us

Grendon pride themselves on their servicing standards and have many clients who come back to us year after year. We welcome new clients by offering the same high ethical standards and a free initial consultation.

We specialise in at retirement clients, such as income drawdown and annuities.

We also specialise in investments for income and capital growth. Especially more cautious clients.

Our services

We have a very high retained client base due to high satisfaction levels of our clients and attract numerous referrals because of this.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000

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