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Financial Planners

Grierson Dickens Ltd

Grierson Dickens Ltd is a financial services company based in Farnham, England. As experienced financial planners, they offer a range of services to help clients manage their finances and plan for the future. With a focus on personalized solutions, Grierson Dickens Ltd is committed to helping clients achieve their financial goals.

Introduction to Grierson Dickens Ltd

Grierson Dickens Ltd is a financial services company based in Farnham, England. With a history of over 30 years in the industry, the company prides itself on providing personalized financial planning and investment management services to clients. What sets Grierson Dickens Ltd apart is their commitment to creating long-term relationships with their clients, understanding their unique financial goals and helping them achieve them.

Services & Products

Grierson Dickens Ltd offers a range of financial planning services, including retirement planning, investment management, estate planning, and tax planning. Their financial planners work closely with clients to develop customized financial plans that meet their individual needs and goals. The company also provides investment management services, leveraging their expertise to help clients make informed investment decisions.

Location

Grierson Dickens Ltd is located in the heart of Farnham, surrounded by a variety of independent shops and businesses. The area is known for its historic buildings and charming architecture, making it a popular destination for tourists. The nearest public transportation options include the Farnham train station, located 0.4 miles away, the Farnham bus station, located 0.2 miles away, and the Farnham Park & Ride, located 1.6 miles away.

Benefits

Customers should choose Grierson Dickens Ltd because of their personalized approach to financial planning and investment management. The company's financial planners take the time to understand each client's unique financial situation and goals, and work closely with them to create a customized plan that helps them achieve those goals. Grierson Dickens Ltd is also committed to providing transparent and honest advice, ensuring that clients have a clear understanding of their financial situation at all times.

Good to Know

Customers should be aware that Grierson Dickens Ltd is a fee-based financial planning firm. This means that the company charges a flat fee for their services, rather than earning commissions on the products they recommend. This ensures that their financial planners are always acting in the best interest of their clients.

Reviews

Customers rave about Grierson Dickens Ltd, praising their financial planners for their expertise, professionalism, and personalized approach. Clients appreciate the company's transparency and honesty, and feel confident that their financial future is in good hands.

Amenities

  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

At Grierson Dickens Ltd, we offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and more. We work with our clients to create a customized plan that fits their specific needs and goals.

How do you customize financial plans to fit individual clients?

We take the time to get to know our clients and understand their unique financial situation and goals. We then use that information to create a personalized plan that addresses their specific needs and helps them reach their financial objectives.

What are your fees and how are they structured?

Our fees vary based on the specific services we provide and the complexity of the client's financial situation. We always provide a detailed fee schedule upfront, so our clients know exactly what to expect. Our fees are typically structured as a percentage of the assets we manage or as a flat fee.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and experienced professionals with a wide range of professional certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more. We are committed to ongoing education and training to ensure that we always provide our clients with the most up-to-date advice and strategies.

Can you provide references or testimonials from satisfied clients?

Absolutely. We are proud of the relationships we have built with our clients and the positive feedback we have received. We are happy to provide references or testimonials upon request to demonstrate the quality of our services and the level of satisfaction our clients experience.