James Grant

Financial Adviser
DipFA - Diploma qualified for Financial Advisers
 Adv DipFA - Level 6 Diploma in Financial Advice
AwPETR - Pension Transfers
CertLTCP - Certificate in Long Term Care & Later Life Planning 
Certificate in Mortgage & Advance Mortgage Advice
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Pension Advice
Retirement Planning
Wealth Preservation & Creation
Investment Planning
Long-Term Care Planning
Inheritance Tax Planning
Protection for Individuals & Families
General Insurance

Experience & Achievements

Experience in all core advice areas, as well as a specialist in wealth management and pensions
Achieved Chartered ALFBF status
Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers
Chartered Associate of the London Foundation of Banking & Finance
Worked across all client areas including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors

About James Grant

I have worked in the financial services industry for 17 years and have been providing financial advice for over 9 years. My career has focused on retirement planning, and I continue to specialise in this area. I also enjoy positioning this as part of a holistic financial planning process.

As the financial services sector has become increasingly complex, I believe it is essential that clients receive clear and understandable advice. Hence, I decided to extend my knowledge to achieve chartered adviser status to ensure I can cater to all financial advice areas.

"Understanding a client’s full personal circumstances is key to good financial planning. It can involve a variety of solutions, and I enjoy working with clients to help them achieve their goals. Often clients come to me with a specific objective, and I feel my role as an adviser is to look at the big picture to ensure they not only meet their immediate requirements but also find a long-term solution to look to maximise their financial position in the future."

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform

SITE IN MAINTENANCE

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