Individual Clients

An individual client is someone who is looking for advice relating to their own and personal situation. This may also include arrangements for their partner/wife and family.

You may want to protect your mortgage or family in the event of death, or protect yourself against long term ill health or diagnosis of a critical illness.

You may be sitting on a small nest egg, looking to make the most of your recently inherited wealth, or looking to save for other goals like university fees etc.

You may have accumulated a number of Pensions and be thinking about consolidation, or just about to retire and looking for meaningful guidance

Having one regular source of advice from a trusted and truly Independent Financial Adviser, can mean planning for all of these events is less tenuous and better supported.

Are You
approaching retirement?

As you approach your retirement age you you need to be sure about your financial future.

After working so hard for many years, you want to retire early enough and with enough income to enjoy it.

Unable to work
due to ill health?

Having to retire early for a variety of reasons – including ill-health – can be a very daunting situation.

Although you may no longer be able to work, you’re rightly concerned your financial future will be compromised.

How To Find Us

Number One
The Cloisters
10-12 George Road
Edgbaston, Birmingham
B15 1NP


Email communications are not secure and for this reason, Grape IFA Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy policy.

Grape IFA Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the FCA register ( under reference 149826.
Grape IFA Ltd is registered in England and Wales under reference 8141882.
Registered office address: Fulford House, Newbold Terrace, Leamington Spa, Warwickshire, CV32 4EA. Tel: 0121 366 9272. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.