Grierson Dickens’ clients are high net worth individuals and families often with quite complex financial requirements. They will typically have an annual family income upwards of £150,000 and/or total assets in excess of £2 million.

Our clients are seeking a long term advisory relationship with a trusted partner, and all come to us through personal recommendation by existing clients, colleagues or professional contacts.

To give some insight into the issues which we see regularly when working with our clients, we show below two fictional case studies.

Case Study - Mark & Karen Groves

Case Study - Institute of Financial Planners