Welcome to Graceley Wealth, your trusted partner in financial planning and wealth management, specialising in serving individuals, who are retired or nearing retirement (within 5 years or so), and their families.
With a steadfast commitment to excellence and a wealth of experience, we cater to diligent savers with retirement nest eggs of at least £150,000, offering tailored financial advice to help you navigate the complexities of retirement planning and inheritance tax.
Established in 2024, Graceley Wealth may be a new name in the industry, but our founder, director, and principal financial advisor, Tim Linford, boasts a career in financial advice spanning back to 2007, accumulating invaluable experience in the UK financial landscape. Now, with a dedication to empowering individuals and families to secure their financial futures, Graceley Wealth emerges as a beacon of integrity, reliability, and personalized service.
The name Graceley Wealth holds a special significance as it is derived from the combination of the names of the owner's children, reflecting our commitment to family values and personalized service.
At Graceley Wealth, we specialise in working with nice people with whom we share a mutual respect. Our clients have diligently saved for their retirement and are seeking expert guidance to make the most of their hard-earned wealth. If you are retired or within five years of retirement, and possess a retirement nest egg of at least £150,000, we are here to craft a comprehensive strategy tailored specifically to your needs and aspirations.
Our approach is built on trust, transparency, and a steadfast commitment to your financial well-being, aligned with the regulations and practices of the UK financial sector. We believe in fostering long-term relationships with our clients, guiding you every step of the way on your financial journey. With Graceley Wealth by your side, you can have peace of mind knowing that your financial future is in capable hands.
Explore our range of services, from retirement planning to inheritance tax mitigation, and discover how Graceley Wealth can help you achieve your financial goals.
Contact us today to schedule a consultation and let us embark on this journey to financial prosperity together.
