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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’.
 
   
   

Grierson Dickens Limited  Registered office 12 Lion and Lamb Yard, Farnham, Surrey GU9 7LL.
Registered in England No 3827610  VAT No. 862585395
Grierson Dickens Limited is authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate tax and trust advice. 

© Grierson Dickens Ltd 2007-2009

 
 

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