Grafton Wealth Management
SN8, West Grafton
(2)
SN8, West Grafton
(2)
At Grafton Wealth Management (UK) Ltd, we provide bespoke wealth management advice to both individual and corporate clients throughout the UK. We deliver a relationship-focussed service to our clients and help them reach their financial goals through our comprehensive long term tailored plans.
2 customer reviews
Paul
Excellent service, great at keeping me updated and really helped to drive the process along. Many thanks.
Simone
Claire has been so helpful through the process of buying our first home. Really quick to get back to us when we had a million questions.
Got our offer back in a week!!
I recommend her (and Grafton) to everyone.
More...
What do you love most about your job?
I love helping people to be confident about financial choices, buying a house, saving for retirement or protecting the things that are important to them.
What inspired you to start your own business?
We wanted to do things the way we like them done, We have high standards and believe my clients deserve the best.
Why should our clients choose you?
I'm always willing to chat to clients about their circumstances whether I can help them or not, just get in touch.
Can you provide your services online or remotely? If so, please add details.
Online and remote services are no problem although we do like a face to face get together when possible.
What changes have you made to keep your customers safe from Covid-19?
We have restarted face to face appointments, but video and phone meetings are working really well if clients are not able to meet face to face.
mortgage advice
Pensions and Investments
Financial Advice
