Gracechurch Wealth Management Website

Independent Financial Advice
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Gracechurch Wealth Management LLP is one of the largest Independent Financial Advisers in the Milton Keynes area and we are proud not only of our own record in providing high quality advice, but also of developing systems to ensure that our clients receive the very highest levels of ongoing advice and service.

Gracechurch Wealth Management LLP are able to offer financial products and investments across the whole market place and we pride ourselves on the in-depth research that we carry out and the care and due diligence we take in selecting the right investment solutions for our clients.

The primary objective of the team at Gracechurch Wealth Management LLP is to provide tailored investment solutions designed to meet client needs and match an investor's risk profile. We strive to deliver this at all times with the highest possible degree of professionalism.

We offer in-depth financial advice on a wide range of investments.

Listed below are some of the areas that Gracechurch Wealth Management LLP might help you with:

Retirement Planning

Investment Advice

Inheritance Tax Planning

Financial Review Service
General Tax Advice

Personal & Business Protection

Auto-Enrolment

Cash Flow Modelling

Pension Review Service, including Defined Benefit pensions
Employee Benefits

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs

“First class responsive service and advice provided with short timescales. Thanks”.

AM, client of David Hine

“Can’t be bettered”.

LS, client of Jason Bevan:

“Mon was and has been fantastic throughout the entire process, and I’m looking forward tocontinuous dealings in the future”.

JP, client of Mon Vadgama:

“I was put at ease even though a lot of the information I found quite complicated”.

DB, client of Robin Bone

“The best financial adviser I have encountered, as an investor of forty years’ experience. Charges are fair and related to the complexity of the product advised”.

GS, client of David Hine

“Very happy with service. Terry was very patient with us and very knowledgeable”.

AW, client of Terry Stuart:

“As always, we continue to be extremely happy with all areas of the service provided”.

SM, client of Jason Bevan:

“Very pleased – Mark is knowledgeable and confident, and with the firms’ ability to deliver service and management my retirement funds effectively”.

CF, client of Mark Wesley:

“Terry is always very helpful and supportive. He can be relied upon to provide an excellent service.The information that is sent out by yourselves is very thorough and laid out in clear and simple terms".

JB, client of Terry Stuart:

“I feel relieved and confident everything is sorted out, and Jason was excellent”.

Client of Jason Bevan:

“We have come to expect excellent service, particularly from Terry Stuart”.

RB, client of Terry Stuart:

“I am always treated in a respectful way, even though our portfolios are rather small”.

NN, client of David Hine

“I am very pleased with the smooth transaction to Gracechurch. I am extremely impressed with the depth of knowledge that Richard has. Well done Gracechurch”.

DD, client of Richard Lawrance:

“As always high standard of documentation and explanation”.

CM, client of Terry Stuart:

“Thank you, Mark, for being so patient, understanding and for explaining everything so clearly”.

EC, client of Mark Wesley:

“Appreciated being given contact details and info on a firm providing wills. Good communication between firm and adviser top sort out financial details”.

TG, client of Terry Stuart:

“I received clear concise information from the onset. Alongside the duty of care from my advisor and the team in a very stressful situation. Excellent - well done all at Gracechurch. Very much appreciated”.

BP, client of Leisl Hunter

Personal Advice in a Global Economy.A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.A holistic approach to all your financial planning needs

“First class responsive service and advice provided with short timescales. Thanks”.

AM, client of David Hine

“Can’t be bettered”.

LS, client of Jason Bevan:

“Mon was and has been fantastic throughout the entire process, and I’m looking forward tocontinuous dealings in the future”.

JP, client of Mon Vadgama:

“I was put at ease even though a lot of the information I found quite complicated”.

DB, client of Robin Bone

“The best financial adviser I have encountered, as an investor of forty years’ experience. Charges are fair and related to the complexity of the product advised”.

GS, client of David Hine

“Very happy with service. Terry was very patient with us and very knowledgeable”.

AW, client of Terry Stuart:

“As always, we continue to be extremely happy with all areas of the service provided”.

SM, client of Jason Bevan:

“Very pleased – Mark is knowledgeable and confident, and with the firms’ ability to deliver service and management my retirement funds effectively”.

CF, client of Mark Wesley:

“Terry is always very helpful and supportive. He can be relied upon to provide an excellent service.The information that is sent out by yourselves is very thorough and laid out in clear and simple terms".

JB, client of Terry Stuart:

“I feel relieved and confident everything is sorted out, and Jason was excellent”.

Client of Jason Bevan:

“We have come to expect excellent service, particularly from Terry Stuart”.

RB, client of Terry Stuart:

“I am always treated in a respectful way, even though our portfolios are rather small”.

NN, client of David Hine

“I am very pleased with the smooth transaction to Gracechurch. I am extremely impressed with the depth of knowledge that Richard has. Well done Gracechurch”.

DD, client of Richard Lawrance:

“As always high standard of documentation and explanation”.

CM, client of Terry Stuart:

“Thank you, Mark, for being so patient, understanding and for explaining everything so clearly”.

EC, client of Mark Wesley:

“Appreciated being given contact details and info on a firm providing wills. Good communication between firm and adviser top sort out financial details”.

TG, client of Terry Stuart:

“I received clear concise information from the onset. Alongside the duty of care from my advisor and the team in a very stressful situation. Excellent - well done all at Gracechurch. Very much appreciated”.

BP, client of Leisl Hunter

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs

Personal Advice in a Global Economy.
A holistic approach to all your financial planning needs