Following a career in the Royal Navy, Grant qualified as a financial planner in 2013 since and has built up a substantial wealth of knowledge over the years particularly in the area of investments.
He takes a holistic approach to advising his clients, ensuring that he gets a good understanding of their personal and professional objectives before presenting them with specific and bespoke solutions. He offers advice in all areas of financial planning including investments, pensions, estate planning and more using cashflow modelling tools to help clients visualise how their objectives may be met.
Grant’s clients over the years have come from all walks of life and he enjoys getting to know them and help them realise their goals.
