I am Ellie Price, Director of Grovely Financial Limited.

We are an independent financial advice firm, and, yes, I realise that means nothing to the vast majority of people reading!  Bear with me, I shall try to better explain…..

We advise clients on how much money they need to support their dreams; how to save that money in the most rewarding and tax efficient way*; when and how they can access the funds they need; we check that those dreams are still valid and the plan is on track.

Our independence means that we work for you, our client, to make sure that all the ideas we put forward are in your best interests above anything else.  We are not restricted to a certain provider or a limited range of options but instead look at all available options to whittle down the best for you.

Enough about us, if you would like to know more, please pick up the phone or send an email, office@grovelyfinancial.co.uk.

What about the clients we work with?

Our clients are:

• Starting to think about the future, starting pension planning and setting aside regular sums to build up an invested savings sum.

• Squeezed in the middle of children and ageing parents. Earning but not able to effectively save with all that outside ‘noise’.

• Filling the ‘too difficult drawer’ with all the financial paperwork in the hope of a quiet day to sort out their personal finances.

• Getting closer to retirement, all of a sudden, and not totally clear what they have in pensions, investments, savings. More importantly, they don’t know what their existing savings can give them at retirement.

• About to retire, wanting to access pensions and savings in the most tax efficient* and sustainable way to make sure the funds last for a lifetime.

• In retirement and looking to leave a legacy for their family, wanting to know how best to plan with inheritance tax in mind.**

  * The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

  ** The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts.