Is this you?

inverted commas

My bank has stopped giving advice. Can you help?


Yes, we absolutely can help.

Banks have had a mixed reputation of offering financial advice over the years. They often only seem to appear in the financial press when they have received a fine from the Regulator.

The problem with banks historically has centred around poor senior management decisions, inappropriate sales targets and essentially being product floggers as opposed to offering proper financial advice.

They generally have only offered tied or restricted product ranges which often have benefitted them more than their customers.

Many of the banks now offer no financial advice or only to those with large portfolios, often in excess of £500,000.

Staff turnover at banks is also notoriously high and your adviser may be here today and gone tomorrow or you may be pushed into a different service level if you do not have a big enough portfolio.

Granite Financial Planning aims to deliver a professional but personable financial planning service. We want to be the firm that clients can trust and be confident in, who listens to you carefully and provides clear explanation and clarity.

We provide independent investment and financial planning advice and as a new business have a real desire to look after clients and grow our client bank.

If you are looking for a safe pair of hands and a firm who take a cautious approach to achieving your financial goals rather than trying to shoot the lights out with performance, then please get in touch.

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.