Business Details
34 Years
experience
Independent Financial Advisers in Peterborough
Established in 1992 by Terry Grimsley and Gordon Ringrose, Ringrose Grimsley has built a reputation for delivering straightforward, client-focused financial advice. Our philosophy centres on understanding individual client needs through face-to-face consultations, ensuring tailored solutions for personal and business financial planning. With a 97% client retention rate, we pride ourselves on long-term relationships and a commitment to ethical, jargon-free guidance.Our team combines market expertise with bespoke planning, covering investments, retirement strategies, protection policies, and wealth management. Regulated by the Financial Conduct Authority, we serve Peterborough and surrounding areas from our purpose-built offices in Yaxley, blending traditional values with modern financial solutions.
Services
Financial Planning
Retirement Planning
Savings & Investments
Protection & Insurance
Mortgages & Equity Release
Details
- Year established: 1992
Highlights and features
- We build long-term partnerships to align financial strategies with client goals
- Our tailored plans adapt to changing circumstances using modern technology
- 97% client retention rate demonstrates consistent delivery of results
- Independent advice ensures recommendations prioritise client interests over products
- Face-to-face consultations provide clear, jargon-free financial guidance
Associations and certifications
- Financial Conduct Authority
What people say
Reliable and trustworthy
Comprehensive research
Ethical portfolios
Outstanding guidance
Positive financial position
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to life stages, from career building to retirement. We combine market analysis with personal circumstances to develop actionable roadmaps for wealth accumulation, protection, and growth. Clients receive ongoing support to adapt plans as their financial situations evolve.
Retirement Planning
Specialised retirement planning focuses on creating sustainable income streams while optimising tax efficiency. We help clients transition from wealth accumulation to secure retirement, covering pension consolidation, income strategies, and legacy planning. Our approach ensures financial confidence during post-work years.
Savings & Investments
Tailored investment portfolios are designed to match risk tolerance and financial goals. We offer ISAs, diversified funds, and ethical investment options with regular performance reviews. Our strategies balance growth potential with capital protection across different market conditions.
Protection & Insurance
Comprehensive protection solutions cover life, critical illness, and income protection. We assess individual needs to create safety nets for families and businesses, including corporate insurance and key person cover. Policies are designed to provide financial security against unexpected events.
Mortgages & Equity Release
Partner-led mortgage and equity release services help clients access property wealth. We provide guidance on residential purchases, remortgaging, and retirement-focused equity release schemes. Solutions are tailored to individual circumstances while explaining all financial implications clearly.
People
David Frankland
Director
With decades of experience, David provides expert financial advice focusing on ethical investments and long-term client relationships. His approach combines thorough research with clear communication to help clients achieve financial security.
Joanne
Financial Adviser
Specialising in pension intricacies, Joanne helps clients navigate retirement planning with meticulous attention to detail. Her administrative skills and determination ensure clients maximise their retirement income effectively.
Questions
What areas do you serve?
We primarily serve Peterborough and surrounding areas including Yaxley, Orton Southgate, Skegness, Thrapston, and Shrewsbury.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (register number 228585).
How do you charge for your services?
We provide transparent fee structures during initial consultations, with no hidden charges for our advisory services.
Can you help with ethical investments?
Yes, we specialise in creating ethical investment portfolios aligned with client values and financial objectives.
What happens during the first consultation?
The initial meeting focuses on understanding your financial situation, goals, and risk tolerance to create a tailored strategy.
Do you offer digital portfolio management?
We use modern technology for portfolio tracking while maintaining personal advisory support for all clients.
