Accumulating wealth
With many financial goals on the horizon, we’ll manage your wealth to meet your needs now and in the future.
Why come to us?
Creating a plan for the future is an exciting prospect, but it can be a challenge with so many priorities. You’ve been saving for several years now, but your money is sitting there doing nothing.
With work and family being your top priorities, you’re too busy to handle your finances yourself. That’s why you need the help of a financial planner.
Helping you succeed
Assist with tax planning issues
We will come up with effective strategies that utilise reliefs and allowances to minimise the amount you have to pay as you accumulate wealth.
Align your investments with your goals
Your financial planner will identify the appropriate investment strategy for your financial goals in alignment with your priorities and time. It’s completely bespoke to you.
Start saving for retirement
The earlier you can start to save for retirement, the better. We’ll work with you to understand when you’d like to retire and get a plan in motion.
We’re on VouchedFor
We have even more in-depth and positive reviews from our clients. Visit our VouchedFor page to read more than 230 testimonials from our happy clients.
Your journey with us
Your financial planner will work alongside a dedicated administrator to help you achieve your goals as you accumulate wealth and beyond.
We will provide you with continuity of service, and you’ll always have a named contact available who is aware of your circumstances and objectives.
Book an appointment
Griffins Financial Solutions Limited is authorised and regulated by The Financial Conduct Authority. Griffins Financial Solutions Limited is entered on the FCA register under reference: 118099. Registered office address: Elizabeth House, 13-19 London Road, Newbury, Berkshire, RG14 1JL. Registered in England. No: 01529690.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
The Financial Conduct Authority do not regulate tax planning, trusts or will writing.
The Financial Conduct Authority do not regulate tax planning.
The value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.
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