Potential Grierson Dickens clients are seeking a long term professional relationship with a highly experienced adviser who offers meaningful and comprehensive advice paid for on an hourly basis.
Clients typically (but not exclusively) have a significant level of assets and/or considerable family income and a degree of financial complexity that they find it hard (or don’t want) to manage on their own.
Clients want straight-forward, impartial and truly independent financial advice that is consistent with their values and personal objectives, and are willing to pay for it.
All clients are different and we always treat people as individuals, however we do see some commonality in what clients want from us, normally based on the stage of life in which they find themselves. We hope you may be able to relate to one of these profiles.