ABOUT US

Gracechurch Wealth Management LLP has a team of dedicated advisers and support staff based at EFX House in Milton Keynes. Our consultants have extensive financial planning experience and will do their utmost to ensure that the service you receive exactly meets your requirements.

As well as our advisers, most of our back-office team also hold financial qualifications with a number holding the full Certificate in Financial Planning and some going significantly beyond this. We believe at Gracechurch Wealth ManagementLLP that a strong, qualified and well-trained team supporting our advisers is an essential component in providing the highest level of ongoing advice and service.

History

Gracechurch Wealth Management LLP was founded in 2006 by partners Jason Bevan and David Hine. Today it is one of the largest independent firms in the northern home-counties with a total of 7 advisers, 19 support staff. We manage on behalf of clients approximately £450 million held within Pensions and investments. The firm is directly authorised by the Financial Conduct Authority.

Gracechurch Wealth Management LLP has been advising trustees and private clients from the start, indeed many were clients of the partners before they founded the firm.

Gracechurch Wealth Management LLP builds and maintains strong relationships with both private client law firms and accountants through regular contact and other initiatives, and it is a testament to the service that Gracechurch Wealth Management LLP offers that many of the professionals they work with have become private clients themselves.