Granite Financial Planning Ltd
Granite Financial Planning was formed by its Managing Director, Paul Gibson, and his wife Nicola with the aim of offering a high quality, personal financial planning service. Together they employ the latest technology to offer a first class service to clients.
We are a boutique financial planning firm who work with a limited number of clients. We aim to provide a highly personal service and treat you as an individual. You will have a continual relationship with your financial planner and we welcome working with your other professional partners when appropriate.
Unlike many other advisers who still concentrate on product sales, we believe financial planning should come first as this is a vital process which helps determine how much investment risk is required (if any), whether you are on track to achieve your goals and importantly how much is enough.
Product advice may well follow but it is difficult to see how this can be done effectively without creating a financial plan first.Our Managing Director, Paul Gibson is a Chartered Financial Planner, Fellow of the Personal Finance Society, Chartered Wealth Manager and Certified Financial Planner™. This combination of qualifications and designations make him one of the most qualified advisers in the UK.
We are a boutique financial planning firm who work with a limited number of clients. We aim to provide a highly personal service and treat you as an individual. You will have a continual relationship with your financial planner and we welcome working with your other professional partners when appropriate.
Unlike many other advisers who still concentrate on product sales, we believe financial planning should come first as this is a vital process which helps determine how much investment risk is required (if any), whether you are on track to achieve your goals and importantly how much is enough.
Product advice may well follow but it is difficult to see how this can be done effectively without creating a financial plan first.Our Managing Director, Paul Gibson is a Chartered Financial Planner, Fellow of the Personal Finance Society, Chartered Wealth Manager and Certified Financial Planner™. This combination of qualifications and designations make him one of the most qualified advisers in the UK.
CONTACT INFORMATION
Granite Financial Planning Ltd
Banchory Business Centre
Burn O’Bennie Road,
Banchory
Aberdeenshire
AB31 5ZU
Tel: 01330 826544
Email: [email protected]
Granite Financial Planning Ltd
Banchory Business Centre
Burn O’Bennie Road,
Banchory
Aberdeenshire
AB31 5ZU
Tel: 01330 826544
Email: [email protected]
