Grange Financial Planning Ltd
Long Barn
Hazeley Road
Winchester
Hampshire
SO21 1LZ
What we do really well
We are experts at providing tailored financial advice for individuals, with a particular focus on ethical investments. For more than twenty years we have been providing specialist financial advice to doctors and other healthcare professionals, as well as to people from all walks of life who value a highly professional and trustworthy service. We help you to make informed decisions that fit in with the life you want to lead, explaining your options in detail and making you aware of risks. We also encourage you to review your financial plan annually to ensure it stays on track. We want our clients to be so pleased with our service that they recommend us to their nearest and dearest – and they often do!
About us
Our team consists of Elizabeth, an independent financial adviser for 25 years, and her team –Charlotte and Nicki. We also draw upon the resources of True Potential. Elizabeth is a member of the Chartered Insurance Institute and the Association of Christian Financial Advisers. She is particularly experienced in advising clients from the medical profession. Grange Financial Planning offers the first meeting free of charge, and all subsequent fees are agreed with you in advance.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.