0113 427 9378
Based in Leeds
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Grace is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grace's status
Last checked: 19 June 2025
Grace is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grace's status
6
Recent Client Reviews
Grace has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Grace has received 6 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: 17 February 2025
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.
12
Qualifications Uploaded
Grace has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Grace has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Grace has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Grace has provided information on their typical fees
Grace has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Grace (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Grace
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Grace (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Grace is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grace's status
Last checked: 19 June 2025
Grace is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Grace's status
6
Recent Client Reviews
Grace has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Grace has received 6 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: 17 February 2025
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.
12
Qualifications Uploaded
Grace has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Grace has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Grace has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Grace has provided information on their typical fees
Grace has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Grace (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Grace
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Grace (based on 9 first impressions)
I am an Associate Financial Adviser at The Private Office, based in Leeds. As a Independent Chartered Financial Planner, I take the heavy lifting off clients' shoulders to help them navigate various financial life stages and allow them to focus on meeting their different objectives in life. I focus on the client, their family, and their goals to ensure that I can bring to life a plan that makes sense and is sustainable by using visual models and a concrete understanding of different products and solutions. By ensuring that all members of the family are included in the process, I promote the inclusion of both women and younger adults in the conversation and ensure that everyone feels confident with their finances. Having worked in financial services since 2021, I have experience working with protection policies, estate planning, and planning for a comfortable retirement both before and after the end of employment. I have also worked alongside TPO's pension transfer specialists to assist and deliver comprehensive safeguarded benefit advice and investment and tax planning for both simple and complex cases. My experience allows me to use a holistic approach to financial planning, looking at the bigger picture for my clients and keeping them on track to achieve their financial goals. In 2023, I was shortlisted for the Rising Star award at the Women in Financial Advice Awards. Before joining TPO, I studied International Business Management at the University of Sheffield, including studying and working in Sydney for a year during my degree.
Offers available through VouchedFor
Contact Grace through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Grace's clients
Based on responses provided by clients who have reviewed this adviser
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