Welcome
- news and comment
Read our latest news and updates in the newsletters and brochures section.
-
Trustnet
create a watchlist, valuations and alerts for your investments
Welcome to the website of Fiona Gray Financial Planning.
We are a small independent financial adviser practice based in Flitwick, Bedfordshire, and offer personalised, tailored financial planning for individuals and companies.
Being independent means that if our advice includes product recommendations, we can choose those products from the whole of the market. It also means we are flexible on how you choose to cover the cost of our time; fees or commission.
We advise on all aspects of personal financial planning, including life cover and protection, investments and savings, pensions and retirement planning and inheritance tax planning, with the exception of mortgages*.
All our advisers are fully FPC qualified, and some of us hold specialist qualifications for advising on pension or tax matters.
WE OFFER FREE INITIAL MEETINGS WITH NO OBLIGATION, AT OUR OFFICES OR AT YOUR HOME. EVENING/WEEKEND MEETINGS AVAILABLE BY ARRANGEMENT.
This website aims to give you further information about
- our firm and our approach
- where to find us
- comprehensive generic information on financial products
- a range of useful calculators
- relevant financial news items, updated daily
- our own news
Just click on any of the above items, or on any of the tabs at the top, to access these sections.
*Whilst we have chosen not to be authorised to advise on mortgages, we are able to give generic information about mortgages as part of your overall financial plan and if required, refer you to a a specialist mortgage adviser within Caliber Financial Associates who can help with specific advice in this area. We can, however, advise on suitable repayment vehicles, including policies that repay the mortgage in the event of death or critical illness.
You may still find our mortgage calculators useful to give a general guide on what you can afford.