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