Solutions for you

Even for the experienced, sorting out your finances can be complex. At Gransha Financial Services we can give you the expert guidance you need, right from the start of your journey.

We also understand that the right financial advice has to be backed up by financial products that offer the right features at the right price for you.

Every new journey involves decisions. Which route is best? What will you need to make you reach your destination? We will give you face-to-face advice and clear recommendations that will help you plan for your financial future.

 

 How we work:

  • About you

We’ll complete a Fact Find with you, documenting your personal and financial circumstances and we’ll make recommendations that meet your needs. We’ll also discuss the services we can provide.

 

  • Our recommendations

We’ll put our recommendations in writing so that you can see what we’ve suggested and why.

 

  • Putting your plans in place

We will implement the strategy we’ve agreed to achieve your financial goals.

 

  • Regular reviews

We’ll meet regularly to review your circumstances and make new recommendations so that you stay on track with your financial plans.

 

  • Tel: 01455 554 556
  • Email: jim.slowey@openwork.uk.com