FAQS

We specialise in serving individuals who are retired or nearing retirement (within 5 years or so) and their families.

Our core area of advice and planning is Retirement (Pension and Investments) and Inheritance Tax.

Many of our clients are elderly or have elderly parents and relatives, as such we also advise on Equity Release and Long Term Care Fees.

For younger relatives needing mortgage and protection advice, we work closely with trusted partners to provide this.

The intention is that we can help you and those closest to you with financial arrangements throughout life, in a joined up manner that benefits you all individually, as well as a family.

To provide the customer service you deserve, we only work with a limited number of clients, who have dilengtly saved at least £150,000.

Lastly, we work with clients with whom we share a mutual respect.

If this sounds like what you are looking for, please contact us.

Yes.

Graceley Wealth, is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Please see FCA register https://register.fca.org.uk/s/firm?id=0014G00003Dr0QbQAJ or search for us using our FCA Firm reference number 1005769.

No.

Yes.

For convenience we will come to your home or place of work for our meetings. We provide a local service with a typical maximum travel time of around 45 minutes from South/South East Hampshire.

Additionally, we offer video meetings using Teams or Zoom.

Yes.

We provide our clients with an ongoing service to ensure that what has been arranged for you continues to be suitable for you.

As you know, circumstances, objectives and plans change. Especially when considering health, Government rules, taxation and regulations, the economy and many other factors.

We want you to spend your time enjoying yourself and focussing on what is important to you, while letting us take the heavy lifting on your financial arrangements.

At our first meeting you will receive our Terms of Business, which sets out our typical fees. As each individuals’ circumstances are different we will confirm an exact fee when we know what it is that you require.

We believe with our expert knowledge and high levels of service, we provide you with excellent value for money.