Grendon Financial Services Ltd

Independent Financial Adviser  7 Holmoak Walk, High Wycombe, HP15 7RJ
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Stephen Hearne
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
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
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 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
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.

Where to find us
Head office address: 7 Holmoak Walk, Hazlemere, Buckinghamshire, High Wycombe, HP15 7RJ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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