Our Service

The freedom to focus on today

You are good at what you do, and busy doing it. But like the majority of busy people, you probably haven't got time to keep a close eye on your finances. At Grangewood, we're good at helping people maximise the potential of earnings, inheritances, tax planning, properties and other assets, and busy enabling a select list of clients to do so. Our service centres on a wealth management framework we call YOURplan. We use this framework to help free you up to focus on living your life, safe in the knowledge that your money is working as hard as you are to secure your future.

Your financial road map

The name of YOURplan reflects the fact that this wealth management framework is tailored to help each client identify and then realise a particular set of goals. We've based our service on a best-practice protocol that uses a step-by-step process to match your individual situation to the financial advice that will best enhance it. First we build a full picture of your circumstances, aspirations and tolerance of risk. We then formulate a plan that will improve and continue to assess the effectiveness of every aspect of your finances. In this way YOURplan offers you a personal road map through complex territory – one you can rely on over time, and as circumstances change.

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