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Gransha Financial Services Ltd

Gransha Financial Services Ltd locationLutterworth, Leicester

Elite Pro (2 Reviews)

I deal with Pensions & Investments. and I am a member of The London Institute Of Bankers And Finance, and I have a Diploma in Financial Services. I only charge a fee if a client takes our advice on so that they do not have to worry about a clock mounting up a bill. I conduct annual reviews with my clients to check that their Attitude To Risk is still correct to make sure that their asset allocation is always correct. This makes sure that our client's Portfolio is matched with our client's risk profile so that they understand the volatility of their investments.

Gransha Financial Services Ltd Reviews

Bark Reviews


Review of Gransha Financial Services Ltd by Alan Love
5 24/12/2016

Jim has been consulting with me for many years now. For ten years I didn't invest in his services but he kept in touch and would visit me to talk about mortgages and investments when asked. Since trusting my pension portfolio to Jims guidance I am satisfied with the returns and advice he gives me. Trust in a financial adviser is paramount and I have no hesitation recommending Jim as a knowledgeable professional in his field.

Alan Love
Review of Gransha Financial Services Ltd by Martin Rice
5 15/12/2016

Jim is a consummate professional and a real subject matter expert in his field. I have found his advice invaluable on many occasions

Martin Rice

Gransha Financial Services Ltd


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Gransha Financial Services Ltd on Google Maps

Company Location

Rugby Road, Lutterworth LE17 4HN, UK

Gransha Financial Services Ltd Q&A

Company Q&A

What do you love most about your job?

I love helping people achieve their goals and meeting new people in different walks of life and backgrounds.

What inspired you to start your own business?

To have more freedom and not be tied into Corporate Life and create my own philosophy of how I deal with clients in a relaxed way but at the same time being very professional.

Why should our clients choose you?

I will always work very hard with every client I deal with, I will also have as many meetings needed to make sure that my client's results have the best possible outcome.

Work history from Gransha Financial Services Ltd

Work History

Financial Adviser

Gransha Financial Services Limited

From February 1988 to present.

Advising on client's Life Assurance and Critical Illness needs as well as mortgages.

Gransha Financial Services Ltd Education

Qualifications

The London Institute Of Banking And Finance.

Diploma In Financial Services.

November 2016.

Gransha Financial Services Ltd Certificates

Certificates

Diploma In Financial Services.

The London Institute Of Banking And Finance.

January 2013.

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