Grierson Dickens Limited
is a fee based Chartered Financial Planning firm with a
refreshingly different approach. Established in 1999 we
work closely with a small number of high net worth
clients for whom we perform two key roles:
1.
We act
as a ‘strategic partner’;
developing a deep understanding of our clients’ current
circumstances, helping them to identify their goals and
objectives, and building a plan to get them from where
they are now to where they want to be. We build long
term relationships with clients, consistently helping
them to understand the financial implications of
decisions they have to make such as job and career
changes or business sales and changes in family
circumstances. We support them through their decision
making process and use our extensive technical expertise
to advise and make appropriate recommendations
2.
We get
things done.
Where we can, we will take action on behalf of clients
ourselves in order to ensure that their intentions are
put into practice and that plans are properly
implemented. Where we need the input of others we will
liaise with clients’ existing professional advisers or
introduce clients to our own network of professional
contacts. In this way we ensure that the right
solutions are put in place in the most professional and
effective way possible.
For
more detailed information please see the pages ‘How We Work’ and ‘Scope of
Our Role’. |