Why Choose Gritstone Financial Planning?

Looking for financial advice but don’t know where to start? This blog aims to explore Gritstone Financial Planning and why we believe we are the best option for you. Why choose Gritstone Financial Planning? This blog will answer the frequently asked questions about who we are and what we to make your decision of choosing financial advice easier.

Gritstone Financial Planning

Who are we and what do we do? At Gritstone, we provide trusted financial advice to individuals and businesses. We support a range of clients with a variety of requirements, from the need to mitigate financial risk to a desire to establish realistic plans to support their life and commercial goals. 

There is a long list of services we provide at Gritstone Financial Planning, from personal retirement planning to corporate services. We support individuals and businesses to help build, grow, protect and preserve their wealth. 

What sets us apart?

At Gritstone, we believe that financial planning is about more than just numbers—it’s about people. What sets us apart is our unwavering commitment to building meaningful relationships, fostering a sense of community, and ensuring that our services are inclusive for everyone.

We take the time to truly listen and understand your unique goals, challenges, and dreams. Financial planning can be overwhelming, but our team are approachable, patient, and dedicated to making the process feel comfortable and personalized. We build trust by being open and compassionate. We will guide you through each step with clarity and confidence.

We are also proud to be part of the community here in Sheffield. Park Hill is a stone’s throw away from the train station. We are actively involved in giving back and supporting local causes. We do this through educational workshops, charitable events, volunteering and partnerships with community organizations. We believe in contributing to a stronger, more financially informed and more compassionate society. You’re not just a client to us—you’re a valued member of our community, and we’re invested in your success both personally and financially.

Inclusion is at the heart of everything we do. We believe everyone deserves access to quality financial advice, regardless of background or circumstance. Our services are designed to be accessible and welcoming to all, including individuals from diverse cultural, socioeconomic, and life-stage backgrounds. We are committed to creating an inclusive environment where everyone feels respected and empowered to take control of their financial future.

At Gritstone, we don’t just manage wealth—we build relationships, foster community, and ensure that everyone has a seat at the table. Let’s plan your future together.

St. James's Place

Gritstone Financial Planning Limited is a Partner Practice of St. James's Place. As one of the UK's leading wealth management organisations, St. James's Place manages client funds of over £181.9bn*. Founded in 1991, St. James's Place and its representatives and Partners provide reliable and expert advice in all aspects of wealth management.

St. James's Place has won a number of awards including Good Money Award: Better Society Awards, Gold Stevie Winner: Achievement in Customer Experience, Financial Services, Organisation of the Year: Excellence in Customer Service Award, all in 2024!

Not only do St. James's Place offer access to quality financial advice, they also make a positive impact with their Charitable Foundation. By rewarding grants and supporting charities with the work that they do, St. James's Place Charitable Foundation has been able to raise over £130 million since 1992.

* Data correct as at 30th June 2024.

How could Gritstone help you?

At Gritstone Financial Planning, we specialise in offering specialist high-quality advice on many aspects of wealth management for a wide range of clients, all with different needs whether it be individuals, commercial organisations or non for profits.

Investment Planning

Designed to help grow wealth and protect against inflation, our range of services is intended to provide a solid foundation of investment for our clients.

Retirement Planning

We work with individuals and their families to secure a retirement strategy and get the most out of retirement opportunities.  

Protection Planning

Protection is about ensuring clients are supported financially if they are no longer able to work – good health is something we arguably all take for granted.

Mortgages

At St. James's Place, we offer a comprehensive range of mortgage solutions to meet the needs of different target markets throughout the life journey

Tax and Estate Planning

Struggling to understand the complexities of estate protection and Inheritance Tax? Tax and Estate Planning  at Gritstone works toward protecting one's estate and ensuring our clients’ futures are protected.

Corporate Services

At Gritstone Financial Planning, we also offer Corporate Services to businesses who need an extra hand under the pressure of organising finances.

Other Services

We offer a range of other services at Gritstone aimed to assist a variety of clients to secure and protect their wealth in whatever way that may be.

Financial planning is of the utmost importance when it comes to supporting an individual and their families, whether it be from a personal or professional stance. We work hard under the guidance of St. James's Place to establish a successful plan for managing finances that may become burdening when dealt with alone. 

Get In Touch

Want to know more about us and why you should choose Gritstone Financial Planning? Get in touch!

Our team of experts are on hand to answer any queries regarding your plans and needs and what help we may offer.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

Please note that clicking a link will open the external website in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place

Give us a call today on 0114 370 2436