Granite guidance

Granite Highly Commended at National Awards

Granite Financial Planning is delighted to announce they were "Highly Commended" in the CISI (The Chartered Institute for Securities & investment) David Norton Building Excellence Award at the 2018 Financial Planning awards held in Birmingham.

The nationwide award is named after one of the founding members of the Institute of Financial Planning, David Norton, and since its launch in 2007, the award is given annually to one business that has demonstrated excellence in their values, business strategy and structure.

Managing Director Paul Gibson said “As a relatively new business being recognised at national level is a fantastic endorsement of the work we do. David Norton was passionate about delivering financial planning and we believe it is the most important function a financial planner can perform.

The application and interview process looked at our approach to financial planning, our business plan, use of technology and whilst we were Runners Up on this occasion we will aim to continually improve our service going forward."

CISI head of Financial Planning Jacqueline Lockie CFP FCSI, said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards.   

“It shows how good and healthy Financial Planning is in the UK.  The winners are at various stages of their own personal and business Financial Planning journeys and it is a privilege to be able to recognise the best.   

“We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great Financial Planning to their clients.”  


 

 

 

 

 

Granite Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority | FCA No. 734432.
Registered in Scotland | Registered no. SC522812 | Registered address: Banchory Business Centre, Burn O’Bennie Road, Banchory, Aberdeenshire AB31 5ZU | Telephone: 01330 826544 | Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Connect with us:
Paul Gibson on Linkedin Paul Gibson on Twitter


 

The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort is made to ensure the content of this website is correct, it does not constitute personal financial advice and Granite Financial Planning Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Cookies are used on this website to record visitor numbers for analytics purposes.