About Grafton Wealth Management (UK) Ltd
About Grafton Wealth Management (UK) Ltd
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.
Meet The Team
Felicity McSheehy
Director and Financial Adviser
After graduating from Leeds University in 2009, Felicity worked in a variety of fields including some experience in Reassurance before focusing on financial services and becoming Diploma qualified.
Felicity specialised in Investment Planning, Inheritance Tax Planning and Retirement Strategies. She particularly loves working with families ensuring their hard-earnt wealth is retained throughout the generations. She prides herself on her extremely high standards of customer service and is passionate in ensuring our clients get the best possible outcomes by understanding their goals and aspirations. In line with her professional background and pride in personal development, Felicity has focused on developing specialist knowledge and is working towards Chartered Status.
Hazel Burt
Client Support
Hazel is a passionate and enthusiastic individual that has over 10 years of experience within customer service-based roles. As a former Account Manager she has all the skills needed to provide technical and personal support to our clients.
With her previous administrative experience and keenness for personal development, she is very eager and interested to learn more about Financial Services and is working towards more responsibilities and progression within the field.