As professional Independent Financial advisers, CLARKSON GRAY Financial Planning Ltd are authorised to advise on various different financial services. We specialise in giving financial advice to personal and corporate clients on a diversified range of financial subjects. It is our priority to ensure you receive clear constructive advice without misleading financial jargon. Listening to your needs, priorities and objectives before advising ensures that you are recommended the most appropriate financial products or solution to meet your circumstances. Your requirement is unique and deserves personal service in the privacy of your home, work place, or at our comfortable offices which are located in the picturesque setting of Drayton Old Lodge near Norwich.
Why use an Independent Financial Adviser?
It is important that the advice you receive is independently researched. So as a company of independent financial advisers, Clarkson Gray Financial Planning Ltd has access to a wide range of financial products, providers and services; available to suit your personal needs.
You will always receive impartial, personal advice and recommend the most appropriate solution to meet your needs. This is completely different to working with a Company Representative or Tied Agent, who will only have access to the range of products they offer.
What are the charges?
You will receive an initial consultation at no cost. This first meeting is the ideal opportunity for you to establish whether our consultants are able to provide you with the advice and services that you are looking for, as well as the rapport that is essential for a long term financial planning relationship.
As truly independent advisers you will be offered the choice of paying for our services by fee, commission or a combination of both. A mutually agreed remuneration method prior to transacting any business will be agreed. If you feel happier proceeding on a fee basis you will be offered the choice of a fixed fee, hourly rate or a specific transaction fee.
It is our belief that it is essential to have an ongoing review process in place for investment based products, and as such offer you the option of a regular review.
Services we provide:
We also work closely with the following professionals who may be able to help you:
- Solicitors
- Accountants
- Will & Trust Advisers
- Private Medical Specialists
- Insurance Brokers
- Residential & Commercial Mortgage Advisers
