Take control
and reach your goals


Trusted financial advice and tailored solutions
across the UK


Our solutions
Providing a real financial plan to give you confidence, clarity and peace of mind.
Grafton Wealth Management

At Grafton Wealth Management (UK) Ltd, we provide bespoke wealth management advice to both individual and corporate clients throughout the UK. We deliver a relationship-focussed service to our clients and help them reach their financial goals through our comprehensive long term tailored plans.

Our Services

Investment solutions

Investment Planning

Having the right strategy in place to reach your financial goals.

Strategy design

Retirement Planning

Ensuring your plans for retirement match the reality of your future.

Financial integration

Inheritance Tax Planning

Protecting your family’s assets and wealth for the future generations.

About us

Based in Wiltshire, we are committed to providing the highest level of skill and expertise by delivering bespoke face to face financial advice to both individuals and companies in all aspects of financial planning.

We offer financial advice on a full range of issues including wealth protection, investment planning, retirement planning, inheritance tax planning, family protection and business protection.

We understand that planning a secure future for you, your family or business is one of the most important steps you will take. Our focus is to build trusted long lasting professional relationships with clients by fully understanding their needs, wants and aspirations which will then enable us to deliver a tailored financial solution.

Read more.
Meet The Team

Felicity McSheehy

Director and Financial Adviser


Felicity works across the UK and specialises in Pensions, Family Estate Planning and Equity Release.

Hazel Burt

Client Support


Hazel has over 10 years of experience within administrative and customer service roles. It was here she developed a love for supporting clients.

Speak to us on 01488 505070

Contact us