Lifestyle Wealth Management Dewsbury, Wakefiled

A complete service for all financial and business needs

A significant part of our business is ensuring a secure future for yourself and your family through solid financial planning


Welcome to Granite Financial Management Ltd

At Granite Financial Management we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and businesses to help them reach their financial goals.

With our independent status we are able to offer you competitive products from all sections of the financial services market. All our independent financial advisers hold the level 4 diploma in financial advice therefore providing peace of mind that you are dealing with a fully qualified individual.

Pensions and Retirement
Pensions & Retirement
Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?

Investment Strategy
Investment Strategy
Manage Investments

Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.

Pension Transfers
Family Protection
Family Protection

I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.

Wealth Management
Mortgage Advice
Mortgage Advice

I am looking for a dedicated Mortgage Adviser who is there for every stage of my journey, one who has experience with major lenders in order to secure me the best deal.

  • 5 Star IFA!

    Ivan has been a valued friend and advisor for over 15 years. During that time I have sought his help with Pensions, Mortgages and Insurance; and have been totally satisfied with the outcome on every occasion. I have confidently recommended Granite to family and friends many times and I know they have all received the same high standard of service.

  • Granite FM have been a real asset!

    I have known Ian Osborne for more than 25 years and in that time I have moved from a young, newly married employee. to a youngish(!) father of two now running my own business. Ian Osborne has been a real asset to me through many of life's big decisions and I value his honest no nonsense approach and his impartial advice which has always made me feel that my best interests are at the centre of his advice. To sum up, He's a good man who knows what he's talking about I can't recommend him highly enough. (He has even given my mother in law financial advice!)

  • Very happy with the service

    We would like to take this opportunity to state how happy we were with the service James provided us, not only on this occasion but also on an earlier one, when at that time we did not proceed. He is professional, courteous and is a credit to your company. We would happily recommend both James and your company to others when considering remortgaging their property.

Granite Financial Management Ltd

Registered in England No: 04541271

Registered Office: Granite House, 122 Feering Hill, Feering, Colchester, Essex, CO5 9PY.

Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 232078 at register.fca.org.uk

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Regulations, levels and bases of taxation are subject to change.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Telephone: 01376 574841
Email: ifa@granitefm.co.uk

Our Address:
Granite House,
122 Feering Hill,
Feering,
Colchester,
Essex,
CO5 9PY

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