About Us

We are a team of Chartered Financial Planners based in Essex. We specialise in providing advice on all aspects of financial planning and wealth management to both individual and corporate clients.

We are an adaptable, ethical and progressive company. It is not easy to weather two major economic downturns in little over a decade. Nonetheless, we have continued to increase our client base throughout the years. This is mainly down to having built long term relationships with our clients and the sound advice we have offered.

Our relationship with our clients does not stop once they have made an investment. Clients are kept up-to date with the performance of their plans and we keep in touch to ensure that any changes to lifestyle or financial goals are reflected within their portfolio.

We pride ourselves on making all of the advice provided clear and simple so our clients can be confident that they are making the right choice. We aim to add value through the services we provide to all of our clients.

GRS provide a personal service tailored to meet our clients' needs. We listen and we give unbiased advice to help manage clients' money and plan to grow investments in a manner our clients are both happy and content with.

Our advisers work with our clients to help them make the right choices in all aspects of their financial planning needs for both now and in the future.

We are also proud to have been awarded a Gold Pension Transfer Standard from the Personal Finance Society which should help you recognise good practice, ethical and professional standards when seeking financial advice on pension transfers.

The link below provides full details of what this should mean to you.

The Pernsion Transfer Gold Standard