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Financial Adviser in Warwick

Grant Livingstone

I am an independent financial adviser in Warwick and have over 10 years’ experience, predominantly focusing on investment advice and retirement planning. Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, individual basis.

During my career as a financial adviser I have continued to strive for academic achievements and am now on the road to achieving chartered status.

In the first instance a 5-minute conversation is useful to see if I can be of assistance to you. From there I offer a complimentary, no-fee, initial consultation in the comfort of your home or place of work. Please contact me to arrange yours.

I provide financial advice predominantly in Warwickshire, Monmouthshire, South Wales and the West. Although often travel outside these areas when referred to a potential client.

I pride myself on providing the highest level of customer service and building long term relationships with clients and working with you for the whole journey. My emphasis is on clear communication, so my clients fully understand the facts and recommended solutions, enabling you to make well-informed decisions regarding your personal finances.

I thoroughly enjoy my work but away from it, I love the great outdoors where you’ll usually find me chasing my young family around or trying to conquer the local hills with Warwick Lanterne Rouge Cycling Club.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance