Granite Financial Services

Independent Financial Advice

Granite Financial Services offers sound, Independent Financial Advice that considers our clients' existing financial circumstances and their attitude to risk. After initial discussions, our priority is to satisfy the short, medium and long term financial planning requirements and goals of the client in the most effective and economic way. This is achieved by assessing needs at an early stage and developing a financial plan that considers a monthly or annual budget. Comprehensive risk profile analysis is used to provide informed and objective fund selections for investment and pension planning.
 

In addition to the core services, our clients have access to expert, discretionary fund management facilities. This allows larger investment portfolios to be placed with fund managers who will consider the clients' long term investment objectives and income requirements as well as their tax status.

Our Core Services include :

• money management and budget planning - including bank, building society and credit card account interest rate comparisons
• risk analysis and management
• life assurance and critical illness protection from a range of insurers for the individual, the family and businesses including key-person and shareholder protection
• mortgage advice and mortgage loan protection from the whole marketplace
• onshore and offshore investment planning for the short, medium and long term
• cash or stocks and shares ISA comparison
• personal and corporate pension planning, including Self-Invested Pension Plans (SIPP's)
• wills, trusts, estate and tax planning