Creating Wealth
We believe that good financial advice is all about you. It’s about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security.
Find out moreRetirement Planning
Expert retirement planning advice is invaluable for those who wish to ensure that they can live comfortably in their later years.
Find out moreProtecting Your Interests
We're independent financial advisers, and able to advise you on products and services from the whole of the market. We’re here to protect your financial well-being.
Find out moreStart planning for retirement today
About
Creating Wealth
Established in 1995 Granta Financial Services believe that good financial advice is all about you. It’s about building a plan based on your needs and aspirations then finding the right package of investments, protection and pensions to build your prosperity and enhance your financial security.
We are entered on the Financial Services Register No 705853 at https://register.fca.org.uk/
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
For more information and advice please visit the FCA's consumer advice website:
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:
Research
In Retirement
Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.
Estate Planning
Our inheritance tax calculator will help you calculate any potential inheritance tax liability.
Your Savings
Use this calculator to estimate what you'd earn over time with a given rate of interest on a savings account.
Approach
1. Establishing your goals
We believe that you deserve a personal and professional advice service that meets the financial needs of you and your family. Your short, medium and long term goals are important to us as well as to you.
2. Analyse and evaluate
Before you start on any journey, you need to know where you are now. We will look in detail at your tax status and how tax effective solutions could benefit you.
3. Develop your plan
We now have a full understanding of what you want to achieve. We then conduct in-depth research into the right solutions to meet your goals and objectives
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Details submitted through this form are confidential. The information therein is used only to contact you to discuss the areas you've expressed an interest in.