GRF Wealth Management Ltd

Independent Financial Adviser  22 Tudor Close, West Midlands, Birmingham, B13 0PD
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FCA authorised
Last authorised 21st June 2021
We aim to build strong, long term relationships with clients and believe this is the key to giving quality advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Gary Franklin DIP PFS
Independent Financial Adviser
About us

Gary has over 15 years experience in the industry advising on all areas of financial planning, on both a personal and commercial basis. He believes in offering a friendly, personal service and tailors his advice to each individual clients needs. He is the only adviser and his wife Jo works with him as the practice manager. He is happy to see clients of all levels of wealth and they will all receive the same level of service.

Outside of work Gary and Jo have a young son Louis who keeps them busy! When they get the occasional night off they like to frequent many of Moseley's restaurants and drinking establishments.

Gary is a massive sports fan who follows the Bears, Moseley Rugby Club and a West Midlands football team that he won't mention for fear of causing offence!

GRF Wealth Management Ltd is an appointed representative of Vision IFP Ltd, based in Birmingham.

Our services

Provide bespoke pension and investment advice in a simple, straightforward way.

We have recently found that we do a lot of 'pension freedom' advice following the changes in legislation from April 2015. This is an area where we are very happy to help even if it is to make you aware of your options and to guide you away from any potential pitfalls!

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

GRF Wealth Management Ltd is an Appointed Representative of Vision IFP Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference 487395. This can be verified by visiting The Financial Services Register.

22 Tudor Close, Taylor Road, West Midlands, Birmingham, B13 0PD

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