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Financial Advisors in Grantham

List of financial advisors & consultants in Grantham. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Also showing results from nearby areas to give you more options.
Castlegate Financial Management

Castlegate Financial Management

Grantham, Lincolnshire, East Midlands, NG31 6SE (0.89 ml)

You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Castlegate Financial Management Ltd are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances. less

Hereward Financial Services

Hereward Financial Services

Grantham, Lincolnshire, East Midlands, NG33 5NZ (6.3 ml)

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension to fund for your retirement. less

J P Leefe

J P Leefe

Oakham, Rutland, East Midlands, (11.6 ml)

John is the founder and Senior partner of J P Leefe & Company. Graduating in business and marketing in 1977 he entered the world of high finance in 1980 before setting up the company in 1983 which originally specialised in the Expatriate market. With 34 years of experience in the Financial Services industry John is a Senior Financial Adviser dealing in all aspects of Corporate and Personal Financial Planning. John has recently gained his qualification to give advice on long term care cases. less

The Heritage Partnership

The Heritage Partnership

Sleaford, Lincolnshire, East Midlands, NG34 8GG (12.53 ml)

The services of the company are available in a number of ways, via our representatives, by phone, post, email or even face to face. Our preferred method is to arrange an appointment in the privacy of your home, at your place of work or in our open plan offices in sleaford. We offer a personal, professional confidential service. We are proud of the advice and service we give our clients. We work hard to give you the very best advice at all times. less

Veracity Financial Planning

Veracity Financial Planning

Bingham, Nottinghamshire, East Midlands, NG13 8QA (13.4 ml)

If you are looking for investment or pension advice or need advice on your mortgage or an equity release or life insurance advice and have never used the services of an IFA you will probably be asking yourself a few questions about what to expect. How will an IFA be able to help me with what I want to do? How much will it cost and is it worth it? Can I trust someone else with all my sensitive, personal and financial information? less

Riverglen

Riverglen

Bourne, Lincolnshire, East Midlands, PE10 9AE (13.97 ml)

We offer independent, individual and professional advice to help you make the right decisions for you, your family or your business. Riverglen Financial Associates provide an effective & efficient service delivered in a personal manner and we believe that there is no substitute for experience. Being independent we will always put your interests first. We don't favour particular products or lenders; we will recommend the product that is best suited to you. less

Mill Lane Asset Management

Mill Lane Asset Management

Melton Mowbray, Leicestershire, East Midlands, LE13 1JE (13.99 ml)

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. less

Keightley Pattison Financial Management

Keightley Pattison Financial Management

Melton Mowbray, Leicestershire, East Midlands, LE13 1AE (14.13 ml)

Established in 2009 by Paul Keightley and Simon Pattison, with over 40 years of combined experience in the industry. We are a small business with clients in all parts of the country. Our Company is 100% owned by its Management, ensuring our interests are in line with our clients' interests. Choosing the right financial adviser is an important decision to make. Getting good financial advice could make a real difference to achieving your goals. less

Liberta Financial

Liberta Financial

Newark on Trent, Nottinghamshire, East Midlands, NG24 (14.41 ml)

At Liberta Financial we are dedicated to providing timely and realistic advice on all personal debt issues. Our advisors are experienced full time professionals and work directly under the supervision of a Licensed Insolvency Practitioner. They are fully trained and will talk through your options with you. less

Austen Birkett Financial Planning

Austen Birkett Financial Planning

Southwell, Nottinghamshire, East Midlands, NG25 0JP (18.09 ml)

Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 20 years experience in the financial services industry. We offer a highly personalised service, providing independent financial advice to individuals and corporate clients. less

Rutland Financial Services

Rutland Financial Services

Stamford, Lincolnshire, East Midlands, PE9 3UF (18.22 ml)

Rutland Financial Services provides clients with bespoke independent financial advice. Our focus is simple: to provide superior financial advice and to build a long and lasting relationship with our clients. Most people agree that the state pension alone will not provide for a comfortable retirement. It is therefore vital to plan for a financially secure future. less

IFA Consultants

IFA Consultants

West Bridgford, Nottinghamshire, East Midlands, NG2 5DZ (20.32 ml)

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension to fund for your retirement. less

Chris Rowley Financial Services

Chris Rowley Financial Services

Peterborough, Cambridgeshire, East England, PE6 8AA (20.37 ml)

We are a locally based firm in Market Deeping of Independent Financial Advisers providing a wide range of financial services for individual and corporate clients. Our services include advice on Investment, Pensions and Mortgages and Protection. Other services extend to Estate Planning and Equity Release. Our clients range from high net worth individuals, sole traders to those just beginning work. Our advisers have some 50 years experience between them. less

Sterling Asset Management & Services

Sterling Asset Management & Services

West Bridgford, Nottinghamshire, East Midlands, NG2 5LZ (20.38 ml)

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. On leaving the Royal Navy at the still tender age 21, I had spent 5 years working in the Supply & Secretarial Division gaining an excellent understanding of PAYE Accounting and acting as the Captains Correspondence Clerk. less

Ifa.1

Ifa.1

West Bridgford, Nottinghamshire, East Midlands, NG2 5BG (20.58 ml)

We have been providing impartial financial advice to individuals & business since 1994. We work exclusively for you. We have no affiliations to any lenders or financial services providers. We consider the whole market place on your behalf. We do not restrict ourselves to limited panels of lenders, insurance or investment companies. We act as your guide through the jungle of several thousand financial products. less

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Most of the usual clients of a financial advisor in Grantham would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Grantham to help us get on the right pat. However, nowadays the clientele of a financial advisor in Grantham is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Grantham. A financial advisor in Grantham is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Grantham is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Grantham.

Tip from a Financial Advisor in Grantham: Take Bigger Risks

You are maybe thinking that a financial advisor in Grantham in their right state of mind would never advise you on taking risks. However, the good financial advisor in Grantham knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Grantham would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Grantham: Invest in Yourself

Another important tip from a financial advisor in Grantham you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Grantham will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Grantham won’t get tired to tell you.

Tip from a Financial Advisor in Grantham: Follow Opportunities

Like literary, a good and experienced financial advisor in Grantham can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Grantham knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Grantham would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Grantham and allow yourself all chances.