Grafton Wealth Management

Take Control and Reach Your Goals

Independent financial advice and tailored solutions for clients across the UK.

As an FCA-regulated independent firm, we provide a real financial plan designed to deliver confidence, clarity, and peace of mind, empowering you to take control of your financial future and achieve your goals.

Retirement Planning

A comprehensive retirement plan ensures financial security in your later years

Investment Planning

Planning your financial future starts with understanding your goals.

Inheritance Tax Planning

Preserving your legacy for the next generation requires careful planning.

Who We Are

Welcome to Grafton Wealth Management

At GWM, we specialize in providing tailored, independent financial advice that empowers individuals and businesses to achieve their long-term goals. With expertise across investments, retirement planning, estate management, and family protection, we pride ourselves on offering client-centered solutions designed to secure your financial future.

Let us manage your finances

Why Choose Us?

Tailored Financial Advice

Every client has unique needs, and we pride ourselves on delivering solutions that are personalized, not “one-size-fits-all.” From young professionals to retirees, we ensure our advice evolves with your changing circumstances.

FCA-Compliant Practices

Our team operates with integrity, adhering to the strict standards set by the Financial Conduct Authority. This ensures that the financial advice you receive is always in your best interest.

Experienced Professionals

Led by Felicity McSheehy, our team combines decades of experience with a deep understanding of the complexities of UK financial regulations.

Local and Nationwide Service

While based in Marlborough, we serve clients across Wiltshire, Berkshire, Hampshire, London, and beyond. Whether you prefer in-person meetings or virtual consultations, we make the process easy and accessible.

Get in touch

Book Your Free Consultation Today

We believe in a client-first approach. Our initial consultations are free and designed to give you clarity about your financial future. Whether you need help with investments, pensions, or inheritance planning, we’re here to assist.

Client Testimonials

We first engaged with Flick and Grafton Wealth after the birth of our 1st daughter. We were keen to plan ahead but were lost with which investment product was right for us. Flick offered a personal informed service which ticks all the boxes. The continual support and adjustment we receive gives us the confidence that our money is working well for us.

You made it really easy when it all appeared challenging and confusing.

Felicity McSheehy and her team at Grafton Wealth Management have been looking after my financial affairs for a few years now. Felicity always acts in the best interests of her client, has access to a plethora of knowledge, makes light work of onerous tasks and, simply, gets the job done swiftly with the minimum of fuss. I can thoroughly recommend Felicity as a financial industry professional and she is an absolute pleasure to work with.

The service that I receive from Felicity is amazing, her guidance and approach is balanced and insightful, I have had a few advisers before her and I have to say none have been as knowledgeable or as in depth as she is. I also have to acknowledge the team and Hazel who is always very prompt with my queries and in organising for key paperwork to be signed.
Grafton offer a great comprehensive service and I would highly recommend them.