Grech Wealth Management
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Grech Wealth Management was created by me, Jason Grech. I am a fully qualified independent financial adviser and have been in the financial sector for almost 30 years, providing clients with financial advice for over 22 of those years.
I cover many areas in Essex, London and other parts of the UK. My main focus is ensuring my clients get the best independent holistic advice.
Grech Wealth Management is truly independent and not restricted to a limited panel. Because we are not restricted to one Insurance Company, Investment Company or Lender, we will help you plan for your future needs, protect what is important to you and help you achieve your financial goals.
We are committed to being independent – which means we can recommend solutions to suit our client’s requirements on a whole of market basis.
Our primary aim is to understand your needs and provide advice for you to achieve your personal objectives and financial peace of mind. Our main areas of advice cover:
- Pensions
- Investments
- Mortgages
- Protection
- Tax Planning
Please contact me at [email protected] with any enquiry – costs nothing to chat
Protection:
Protection is one of the most important parts of financial planning as it can underpin a large number of needs. Ask yourself this, what is your worth? What are you really worth? It is very easy to underestimate your own true value in money terms. We all pay towards insuring our pets, cars, home and valuables but we often forget to insure the income that provide all this. We forget to protect our family. Protection planning can involve:
Critical Illness.
Life Cover.
Income Protection.
Family Income Protection.
Whole of Life.
Pensions:
Planning for your retirement is arguably the most crucial financial decision you will ever make. Regardless of what stage in life you are at, it’s important you have a retirement plan in place. A simple rule is to work out how much money you think you are going to need in retirement. You can have a retirement age in mind, but the sooner you start planning for your retirement the sooner you can retire.
Mortgages:
Grech Wealth Management have years of experience in researching and arranging mortgages for all types of clients. With access to a huge range of providers and with unique deals available through our network Clarity Wealth Management from time to time, we always aim to find the most suitable deal for all of our clients, regardless of their circumstances. At Grech Wealth management we do everything we can to cut the complexity of industry jargon to ensure our advice is straightforward.
Investments:
Whatever the amount and whatever your circumstances, reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial goals. Whether you are looking to invest for income or growth, accumulate wealth to pass on to future generations, be able to support family during your lifetime or perhaps a combination of these, in order to make the most of your wealth, it is likely that you will need some sort of investment plan.
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- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
Fully qualified independent financial adviser – level 4 diploma
I research the market for the best insurance cover after assessing your protection needs for you and your family
Free Pension Review
I can write to your existing pension providers new and old to see if they are still working for you and advise your best options for them. Worst case after this service, you would know where and how your pensions are doing.
No mortgage broker fee for new and remortgages
I search the whole market to compare your current mortgage lender to the rest of the market to get you the best deal for your circumstances.