01525712122 enquiries@graymoney.co.uk

Welcome to Fiona Gray Financial Planning

We are a small, independent, financial adviser practice located in Ampthill in Bedfordshire, and we offer personalised and tailored financial planning for individuals and companies. All our advisers are fully FPC qualified, and some of us hold specialist qualifications for advising on pension or tax matters.

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. Although 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.

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What we can do for you

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28 April 2020

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Meet the team

01525712122 enquiries@graymoney.co.uk