0292 053 8418
Based in Cardiff
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Grant is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grant's status
Last checked: 08 April 2025
Grant is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grant's status
13
Recent Client Reviews
Grant has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Grant has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Grant has not yet added their qualifications to their profile
Qualifications not yet added
Grant has not yet added their qualifications to their profile
Transparent Fees
Grant has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Grant has provided information on their typical fees
Grant has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Grant is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grant's status
Last checked: 08 April 2025
Grant is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grant's status
13
Recent Client Reviews
Grant has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Grant has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Grant has not yet added their qualifications to their profile
Qualifications not yet added
Grant has not yet added their qualifications to their profile
Transparent Fees
Grant has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Grant has provided information on their typical fees
Grant has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Grant is a Chartered Financial Planner. He has worked in Financial Services since 2015 and joined Attivo in 2022. Grant is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). All Financial Planners require a Diploma in Financial Planning to provide advice. Grant holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Grant holds the following Advanced Financial Planning Papers: - Personal tax and trust planning - Investment planning - Financial planning process
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Grant's clients
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