James Grant

Financial Planner

Chartered ALFBF

ABOUT JAMES CONTACT JAMES

Skills & Area's of Advice

Pension Advice

Retirement Planning

Wealth Preservation & Creation

Investment Planning

Long Term Care Planning

Inheritance Tax Planning

Protection for Individuals & Families

General Insurance

Experience & Achievements

Experience in all core advice areas, as well as a specialist in wealth management and pensions

Achieved Chartered ALFBF status

Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers

Chartered Associate of the London Institute of Banking & Finance

Worked across all client areas including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors

Appointed firm development coach for Beals to help new advisers obtain competency through on-going training

Has built a reliable network by providing advice and high-quality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people who are coming up to retirement looking to maximise their standard of living

Has a network of specially selected experts to support all your advice needs

About James Grant: Specialist Pension Adviser

I have worked in the financial services industry for 17 years and have been providing financial advice for over 9 years. My career has focused on retirement planning, and I continue to specialise in this area. I also enjoy positioning this as part of a holistic financial planning process.

As the financial services sector has become increasingly complex, I believe it is essential that clients receive clear and understandable advice. Hence, I decided to extend my knowledge to achieve chartered adviser status to ensure I can cater to all financial advice areas.

"Understanding a client’s full personal circumstances is key to good financial planning. It can involve a variety of solutions, and I enjoy working with clients to help them achieve their goals. Often clients come to me with a specific objective, and I feel my role as an adviser is to look at the big picture to ensure they not only meet their immediate requirements but also find a long-term solution looking to maximise their financial position in the future."

Contact James Grant:

Name*
First Last
Contact Number*
Convinient time to call*
Email*
What services are you interested in? You can select multiple*
- Pension Tracing Service
- Pension Review
- Pension Consolidation
- Pension Drawdown
- Pension Annuity
- Personal Pension (SIPP)
- Retirement Planning
- Defined Benefit/Final Salary
- Other
How can we help you?*
Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
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Inheritance Tax Plannings are not regulated by the Financial Conduct Authority.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Looking for a Pension Specialist Financial Adviser near you?

Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

FREE Pensions Tracing Service For Lost Pensions

Pensions Review Service

Self-Invested Pensions (SIPP) Advice

Pensions Transfer Advice

Pensions Consolidation Advice

Pensions Drawdown Advice

Pensions Annuity Advice

Personal Pension Advice

Retirement Planning Advice

Final Salary/Defined Benefit Pensions Advice

Pensions Tax-Fee Cash Advice

Financial Planning Advice

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OUR PENSION SERVICES

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.

Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.

Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.

CONTACT JAMES

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.