Services

What We Do

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

Investment Planning

We aim to ensure your investments align with your goals and adapt as your circumstances evolve.

By understanding your objectives, we create tailored portfolios suited to your risk tolerance and timelines.

Our expertise includes:

Diversified investments for long-term growth.
Strategies to optimize costs and improve portfolio efficiency.
Tax-efficient solutions to maximize returns.

Retirement Planning

Retirement means something different to everyone, and we’re here to help make your vision a reality.

Whether it’s years away or just around the corner, we’ll work with you to ensure your financial future is secure and you’re ready to enjoy what you’ve worked so hard for.

Our services include:

Pension reviews and consolidation.
Strategies to optimize income in retirement.
Planning for longevity to ensure lasting financial security.

We simplify pensions, including workplace, personal, and Self-Invested Personal Pensions (SIPPs), creating a plan tailored to your lifestyle and goals.

Inheritance Tax Planning

Preserving your legacy requires careful planning to ensure your assets go to the right people for the reasons you choose.

Whether it’s passing money on after you die or gifting assets during your lifetime, we help you stay in control while reducing potential inheritance tax liabilities.

Our services include:

Minimizing inheritance tax (IHT) through effective estate structuring.
Advising on trusts and family succession planning.
Protecting assets for beneficiaries while adhering to UK tax laws.

Cashflow Modelling

Cashflow modelling helps create financial plans designed to achieve, maintain, and protect your desired lifestyle.

By regularly reviewing and monitoring these plans, we ensure you stay on track as your circumstances evolve.

Our approach addresses common concerns like the fear of running out of money or leaving behind unutilized wealth, giving you peace of mind and a clear action plan to reach your financial goals.

Later Life Planning

Your financial needs and lifestyle change as you grow older, making it essential to plan ahead for a secure and comfortable future. Thoughtful preparation can help you maintain financial independence, cover potential care costs, and make the most of your assets. Grafton offers expert advice on Long-Term Care Planning and Equity Release, providing tailored solutions to support your future well-being and peace of mind

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.