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Welcome to Graceley Wealth

 

Experience the freedom of financial security. Let us pave the way to a brighter, worry-free future for you and your loved ones.

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Financial Planning

    There are so many issues to consider when planning your financial future...

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  • service

    Savings & Investments

    Saving is perfect for people who don’t want to take any risks with their money, and most ...

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  • service

    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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Financial Firm Located in Southampton, Hampshire

Financial Firm Located in Southampton, Hampshire

Welcome to Graceley Wealth Ltd

Appointing the right professionals to help you plan your financial future and manage your wealth can greatly improve your chances of achieving your goals, wherever you are in your financial planning journey.

We offer a flexible and proactive ongoing service, that ensures your financial plans are tailored and up to date.

So whether you’re looking to grow your wealth, plan for retirement or take care of your loved ones’ futures, our financial planning services can help you.

We are part of Quilter Financial Planning, one of the largest financial planning networks in the UK, which is a part of Quilter Plc a FTSE 250 institution. Since 2006, Quilter Financial Planning has been helping financial advice firms like us deliver a great service and secure financial futures for customers like you.

Quilter Financial Planning provides valuable research and due diligence to ensure we have access to financial products you can trust. As a well established and financially secure firm, partnering with Quilter Financial Planning also gives you the added peace of mind that your financial future is in safe hands.

Call us today on 07487 498091 or email us at advice@gwadvice.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Keith C.

This is a recommendation referencing the services supplied to myself by Tim Linford as a current and ongoing client.

I first contacted Tim about three and a half years ago for a suitability review and appraisal of my pension arrangements after he had been highly recommended by a personal friend.

That recommendation has been totally justified.

Tim was extremely thorough, his likeable  manner and methodical approach put myself at ease and presented myself with options if I decided to move things forward.

If you are seeking a professional adviser to undertake a thorough financial review with absolutely no pressure to actually act on the advice given, then I can certainly recommend Tim Linford.

Bruce and Lorraine

We both wanted to retire earlier than state pension age. We needed to speak with someone who would review our pension pots and other savings to determine if they could provide long term funding for our retirement. 

Tim came highly recommended as a pension specialist by a financial advisor that we know well. His practical and personable approach to crunching and presenting the figures and his attention to understanding what was important to us and what we wanted from our retirement helped give us the confidence to go ahead with this big step.

Our ongoing relationship with Tim provides for an easy review and adjustment to our funding requirements within the pension drawdown arrangements he put in place. We are confident and happy retirees and would highly recommend Tim’s services to anyone requiring help with similar decision making.

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WHERE WE ARE

07487 498091

Graceley Wealth Ltd
PO Box 519
Southampton, SO30 9GW


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