About Us
The practice was established in 1997 by Jeff Grantham to provide individual and corporate clients with professional independent financial advice on a personal basis.
The practice has subsequently developed into one of the leading firms of Independent Financial Adviser's based in the East Yorkshire area. Our team of qualified advisers have the expertise to offer a comprehensive range of services to our clients.
We have a professional approach to our work which is reflected in our close working relationship with several firms of Accountants and Solicitors.
Our core business is advice driven. However, we also offer an execution only service which enables us to take your instruction and act on your behalf to purchase policies or investments without advice being sought or given. This involves less of our time, so we are usually able to provide discounts on your purchase.
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daily quote:
“ Sound advice is a beacon, good teaching is a light, moral discipline a life-path. (The book of Proverbs) ”