Business Details
Your Trusted Financial Partner for Wealth Management
At Grierson Wealth Management, we understand that modern lifestyles often leave little time for managing complex financial matters. Our approach centers on building long-term relationships with clients, prioritizing trust and personalized service to address individual financial goals. As a Senior Partner Practice of St. James's Place Plc, we combine local expertise with access to specialist resources, ensuring tailored wealth management solutions. We focus on creating straightforward or multi-faceted plans depending on client needs, covering investment management, retirement planning, and protection strategies.Our commitment to excellence is reinforced by St. James's Place guarantee of advice suitability, while our client-centric philosophy ensures transparency and clear communication throughout the financial planning process. With decades of combined experience in wealth management, our team delivers professional guidance across pensions, trusts, inheritance tax planning, and intergenerational wealth transfer. We maintain rigorous compliance with Financial Conduct Authority regulations, upholding the highest standards of professionalism and client care.
Services
Investment management
Retirement planning
Protection planning
Corporate services
Mortgages
Intergenerational wealth management
Highlights and features
- We build long-term relationships founded on trust and personalized service
- Our team combines local expertise with St. James's Place resources
- We provide FCA-regulated financial advice with clear communication
- Specialist knowledge in inheritance tax planning and trust management
- Client testimonials highlight exceptional service and professional expertise
Associations and certifications
- St. James's Place Wealth Management plc
- Financial Conduct Authority
What people say
Sound and professional advice
Exceptional service and support
Peace of mind
Professional and knowledgeable
Pleasant personality
Services
Investment management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We combine market expertise with St. James's Place resources to optimize returns while maintaining appropriate risk controls. Regular reviews ensure your investments continue to reflect changing circumstances and market conditions.
Retirement planning
We develop comprehensive retirement strategies that consider your desired lifestyle, income requirements, and tax efficiency. Our approach integrates pension consolidation, savings plans, and income drawdown strategies to ensure financial security throughout your retirement years.
Protection planning
Our protection planning safeguards your financial future against unforeseen events. We assess life insurance, critical illness cover, and income protection needs to create bespoke solutions that protect both personal assets and business interests.
Corporate services
We provide specialized financial solutions for businesses including succession planning, key person insurance, and corporate investment strategies. Our services help business owners protect company assets, plan for transitions, and optimize financial structures.
Intergenerational wealth management
Our intergenerational wealth management focuses on efficient wealth transfer between generations. We implement trust structures, inheritance tax planning, and gifting strategies to preserve family wealth while meeting current financial needs.
People
Martin Grierson
Wealth Manager
Martin Grierson brings extensive experience in financial planning and wealth management. His client-focused approach emphasizes clear communication and tailored solutions, covering investment management, pension planning, and inheritance tax strategies. Martin's expertise in trust structures and intergenerational wealth transfer has earned consistent client praise for professional service and exceptional support.
Questions
What financial services do you offer?
We provide investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth management tailored to individual and business client needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How do you personalise financial plans?
We conduct detailed assessments of your financial situation, goals, and risk tolerance to create bespoke strategies that evolve with your changing circumstances.
What makes you different from other advisers?
Our combination of local expertise with St. James's Place resources, long-term relationship focus, and commitment to clear communication sets us apart in wealth management.
Can you help with inheritance tax planning?
Yes, we specialise in creating tax-efficient solutions using trust structures and strategic gifting to preserve family wealth across generations.
