Why us?
Finding a financial planner is one of the biggest decisions you’ll make. But, why choose us?
You will receive exceptional service
The Chartered Insurance Institute has awarded us the prestigious Chartered Financial Planner status. As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values. You can be sure that our team has made a commitment to be ethically driven and to provide competent advice that is based entirely on your needs and requirements.
You can expect the absolute best
With a diverse range of skills and qualifications, our team is second to none. All three of our financial planners hold individual Chartered status and have been with us for at least 14 years. This is a real testament to our culture and the passion we have for forming long-term relationships with clients. The rest of the team has also been with us for a considerable number of years, providing continuity of service.
You know we’ll be here for the long run
We have had a presence in Newbury for more than 40 years now, and no business lasts that long without good reason. During this time, the world of financial services has constantly evolved. It hasn’t stood still, and neither have we.
Although we encourage clients to come and visit our office, we know that’s not always possible, so we can work with you virtually or face to face.
Your goals really do come first
No one can predict the future. However, we use our Financial Masterplan to help us organise your finances and easily forecast how your wealth might change over time. By doing this, you will see how the value of your assets will change in a range of circumstances.
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.
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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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