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.
Financial planning for retirement
My aim was financial planning for retirement and quite naturally this included getting the most out of my investments and retirement savings. I was introduced to Granite and Ian Osborne by a good friend who was already a client. Having never made use of professional financial guidance before I was a little uncertain of what to expect at our first meeting, but I need not have worried as Ian explained the options available for my retirement income at a level that I could readily understand . In fact Ian went on explaining and discussing these options with me for a further 2 months such that I was wondering just when we would get my money invested! What Ian was actually doing was ensuring that he understood enough about me and my circumstances so that they could give me the best advice possible and that I understood enough about my investment options to ensure that I made decisions that were right for me.
I've now been invested through Granite for 5+ years and using typical British under statement I can say that I am very happy with the growth in the value of my retirement savings. If my experience is a good yard stick - and I believe it is - I can say that Ian treats his clients in a professional and friendly manner, taking the same care over managing their money as he does his own. I can't speak too highly of Ian and Granite and can unreservedly recommend both. I would be very happy to be contacted to confirm my comments above and answer any particular questions a prospective Granite client may have.
Alan of North East Essex
High standard of personal service
I have known Ivan McCullough for approximately 25 years and have been a client of his since the establishment of Granite Financial Management Limited. I have a very high regard for Ivan McCullough who I consider to be a skilled and knowledgeable financial adviser. I am particularly impressed with the very high standard of personal service given by Ivan McCullough along with his colleagues at Granite and I would have no hesitation in recommending him to anybody seeking financial advice.
Impartial financial advice
I have known Ian Osborne for 20 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!)
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. Ian Osborne along with his business partner Ivan McCullough formed Granite Financial Management a number of years ago and due to a high level of expertise in his chosen field and a determined work ethic has built a company which is justifiably flourishing.
Jon and Julie Simmons
Regular reviews on high risk investments
I have dealt with Adrian Deadman at Granite FM for several years and he has managed to bring together a concise plan of action that matches my future plans. Before I met Adrian Deadman I was unaware of where my pensions were invested and how they had been performing. By moving onto an actively managed programme of quarterly rebalancing this has enabled me to protect the profits that my pension has made but still allows me to invest in the more high risk holdings. With regular reviews I now know where my pensions are and how much they are worth. I would have no hesitation in recommending Adrian Deadman to any of my clients.
Richard Tinkler (Solicitor)