Helping you secure
the life you want
Grangewood Financial Management is a chartered firm of financial planners based in Maldon in Essex. Since 2005, our family-run business has offered a personalised wealth management service to private and business clients based mainly in Essex, Suffolk and London. Grangewood's friendly team are valued for their meticulously researched, easily digested and wholly independent financial advice, and have continued to win awards.
We pride ourselves on genuinely getting to know our clients. How else can we fully understand and support your financial goals? Having established a clear idea of what you want your life to look like, we carefully research a range of bespoke options designed to help get you there. The best proof that this personalised approach really works? Our long-standing relationships with clients, each based on the continued efforts we make to optimise financial potential – from trusts and tax to investments and property.
'Responsive, proactive and keen to understand the client and their needs – you get the impression that Grangewood really cares about you and giving advice for your individual circumstances. I've been very pleased with their service.'
- Helen, IT professional, Berkshire
From the in-depth discussion she and I had, Sarah really understood what kind of lifestyle I was trying to achieve. Using that knowledge and the documents I completed, she was able to analyse my current pension pots and come up with a very sensible plan. Sarah and her fantastic team held my hand all the way. Any questions I had (and I had many) were always answered promptly.
- Stuart, retired professional, Essex
We have always received a professional and friendly service from Sarah and all the staff at Grangewood. We have thrown Sarah some interesting challenges, which she has always risen to. She has taken the trouble to really get to know us and our financial requirements, so has a thorough understanding of our plans and aspirations for the future.
- Karen, business owner, Essex
