Granite guidance

STEP exam success

I am delighted to share the news that I have achieved a Distinction in the STEP Certificate for Financial Services - Trusts & Estate Planning. This accomplishment marks a significant milestone in my career and underscores Granite Financial Planning's commitment to excellence in providing financial guidance and expertise to our clients.

The STEP (Society of Trust and Estate Practitioners) exam is renowned for its rigorous standards and comprehensive coverage of financial services, taxation, and trusts. It tests not only one's knowledge but also their ability to apply that knowledge effectively. Attaining a Distinction in this exam came as a welcome surprise as this was the first exam I have sat for a few years.

This achievement reinforces our dedication to staying at the forefront of the financial planning profession. We believe that ongoing education and professional development are essential to provide our clients with the best possible advice and solutions for their unique financial needs.

At Granite Financial Planning, we understand the complexities of financial services, taxation, and trusts. We aim to ensure that we are equipped with the latest knowledge and expertise to navigate these intricacies, ensuring that your financial future is in capable hands.

I would like to extend my sincere gratitude to our clients for their continued trust and support. We remain committed to delivering exceptional financial planning services and look forward to continuing serving you.


Paul Gibson

Managing Director, Granite Financial Planning

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 Cookies are used on this website to record visitor numbers for analytics purposes.