About Us

We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Grovebridge Financial Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

For your protection, we are not permitted to handle client money and we cannot accept cheques made out to us (unless it is in respect of an item for which we have sent you an invoice) or to handle cash.

We are covered by the Financial Compensation Scheme (FSCS) if we cannot meet our obligations.  This is dependent upon the type of business and the circumstances of the claim.  Most types of investment business are covered up to a maximum limit of £50,000 whereas insurance business is covered for 90% of the claim without any upper limit.  For annuities, advising and arranging is covered for 100% of the claims without an upper limit.

We hold the required Professional Indemnity Insurance.

Regulatory support is provided by SimplyBiz.  As one of the UK’s largest compliance services support provider for directly authorised firms.  SimplyBiz is highly experienced in supporting firms in managing their regulatory responsibilities.

Complaint

If you wish to register a complaint please email hilary@grovebridge.co.uk

Fax No:  01274 567503

Twitter account:  grovebridge123

Meet the Team

Paul Smith

Tel: 07957 645643

About Paul

Director/ Chartered Financial Planner

Hilary Stephenson

Tel: 07885 660252

About Hilary

Director/ Financial Planner

Alison Connolly

Tel: 01274 452 211

About Alison

Administrator

Want to know more?

Call us for a friendly chat on 01274 452 211  or email: info@grovebridge.co.uk