Company

Who We Are

We provide tailored financial solutions, from investment planning to retirement strategies, inheritance tax, and family protection, helping you achieve financial confidence.

About 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.

Located in Marlborough, Wiltshire, and serving clients across the UK, we are committed to maintaining the highest standards of professionalism, transparency, and trust. As a firm authorized and regulated by the Financial Conduct Authority (FCA), you can trust us to deliver advice that is both compliant and in your best interests.

Dedication and Expertise

Meet Our Expert Team

Felicity McSheehy

Director and Financial Adviser

Felicity graduated from Leeds University in 2009 and has built a wealth of experience across various roles in the financial services sector. She holds a Diploma in Financial Planning and specializes in investment planning, inheritance tax planning, and retirement strategies. She is deeply committed to helping clients achieve their financial goals and takes pride in assisting families to preserve and grow their wealth across generations. She is currently pursuing Chartered Status to further enhance her knowledge and expertise in the industry.

Hazel Burt

Client Support

Hazel has over a decade of experience in customer service and account management, bringing a dedicated and enthusiastic approach to supporting clients. Her background has equipped her with the skills to handle technical queries while providing a personalized touch. She is passionate about growing her expertise in financial services and actively takes on new responsibilities to enhance her impact. Her focus is on ensuring every client receives efficient, friendly, and tailored support.

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.