Grierson Dickens Limited is a fee based Chartered Financial Planning firm with a refreshingly different approach. The hourly fee model which we have operated since 2001 means that we do not need our clients to invest through us in order for us to get paid. Therefore, we can give genuinely impartial advice.
Established in 1999 we work closely with a small number of clients for whom we perform two key roles; we act as strategic partner, offering expert advice and guidance and we get things done. Our clients can confidently say. I, or someone I trust knows what I've got, where it all is and what it all means.
Established in 1999 we work closely with a small number of clients for whom we perform two key roles; we act as strategic partner, offering expert advice and guidance and we get things done. Our clients can confidently say. I, or someone I trust knows what I've got, where it all is and what it all means.
Services
Grierson Dickens Limited is a fee based Chartered Financial Planning firm with a refreshingly different approach. We advise many clients locally in Farnham, Surrey and across London and the South East. However, location is not a limitation for us, and our extensive experience in overseeing the financial management of clients on international assignments means we also have clients much further afield.
Potential Grierson Dickens clients are seeking a long term professional relationship with a highly experienced adviser who offers meaningful and comprehensive advice paid for on an hourly basis. Clients typically (but not exclusively) have a significant level of assets and/or considerable family income and a degree of financial complexity that they find it hard (or don't want) to manage on their own.
Our focus is on becoming a trusted partner with our clients, and our aim is to help maximise the chances of our clients achieving their objectives and life goals. In addition we aim to remove the stress associated with financial confusion or complexity and enhance the potential enjoyment of wealth through clarity and the appropriate management of risk.
Understanding the relationship between income and expenditure throughout life and identifying and managing the excesses and shortfalls. Understanding the answer to the question: 'How much is enough?' the relationship between income and expenditure throughout life and identifying and managing the excesses and shortfalls.
Both of the following vacancies represent opportunities to work in a genuinely fee based environment where hourly charging means giving clients totally impartial advice, with no agenda to gather assets under management. We work with a wide range of clients, many of whom are high net worth and ultra high net worth, often with complex situations, where their common aim is to benefit from life changing professional financial advice and management.
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