Grierson Dickens

About Us

Grierson Dickens Limited is a unique Chartered Financial Planning firm based in Farnham, Surrey. Established in 1999, we have built a reputation for providing personalized, comprehensive financial planning to individuals and families across the UK and internationally.

Our refreshingly different approach focuses on understanding your individual goals and aspirations, rather than simply offering generic advice. We work collaboratively with you to create a tailored plan that aligns with your unique circumstances and aspirations.

On 1st March 2023, Grierson Dickens became an Employee Ownership Trust. This means our dedicated team of experts become co-owners of the business, ensuring that our values and client-centered approach remain at the forefront of everything we do.

Our Values

We are driven by a core set of values that guide our actions and relationships:

• Integrity: We operate with transparency, honesty, and accountability in everything we do.
• Client-First: Your needs and goals are our top priority.
• Collaboration: We work closely with you as partners, sharing knowledge and expertise.
• Sustainability: We advocate for financial planning that considers the long-term impact on your life and the environment.
• Innovation: We embrace new ideas and technology to better serve your needs.

Our Approach

Our process begins with a deep understanding of your unique circumstances and aspirations. We take the time to listen, asking the right questions to identify your financial goals and potential challenges. We then work with you to develop a personalized plan that includes:

• Strategic Planning: Defining your financial goals and creating a roadmap to achieve them.
• Financial Management: Implementing systems to track your income, expenses, and investments.
• Tax Optimization: Minimizing your tax burden through strategic planning.
• Retirement Planning: Secure your financial future through tailored retirement plans.
• Investment Planning: Developing a diversified portfolio aligned with your risk tolerance and goals.

Get in touch

If you're seeking a financial partner who prioritizes collaboration, transparency, and personalized solutions, contact Grierson Dickens Limited today to schedule a consultation.