Lifestyle Wealth Management Dewsbury, Wakefiled

A complete service for all financial and business needs

A significant part of our business is ensuring a secure future for yourself and your family through solid financial planning

Welcome to Granite Financial Management Ltd

At Granite Financial Management we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and businesses to help them reach their financial goals.

With our independent status we are able to offer you competitive products from all sections of the financial services market. All our independent financial advisers hold the level 4 diploma in financial advice therefore providing peace of mind that you are dealing with a fully qualified individual.

Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?

Manage Investments

Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.

Family Protection

I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.

Mortgage Advice

I am looking for a dedicated Mortgage Adviser who is there for every stage of my journey, one who has experience with major lenders in order to secure me the best deal.

  • 5 Star IFA!

    Ivan has been a valued friend and advisor for over 15 years. During that time I have sought his help with Pensions, Mortgages and Insurance; and have been totally satisfied with the outcome on every occasion. I have confidently recommended Granite to family and friends many times and I know they have all received the same high standard of service.
  • High standard of personal service

    I have known Ivan McCullough for nearly 30 years and have been involved with Granite Financial Management Limited as both a client and an investment manager, since the business was established. I have a very high regard for Ivan who I consider to be a skilled and knowledgeable financial advisor. I am particularly impressed with the very high standard of personal service given by Ivan along with his colleagues at Granite and I would have no hesitation in recommending him to anybody seeking financial advice
  • Granite FM have been a real asset!

    I have known Ian Osborne for more than 25 years and in that time I have moved from a young, newly married employee. to a youngish(!) father of two now running my own business. Ian Osborne has been a real asset to me through many of life's big decisions and I value his honest no nonsense approach and his impartial advice which has always made me feel that my best interests are at the centre of his advice. To sum up, He's a good man who knows what he's talking about I can't recommend him highly enough. (He has even given my mother in law financial advice!)
  • Very happy with the service

    We would like to take this opportunity to state how happy we were with the service James provided us, not only on this occasion but also on an earlier one, when at that time we did not proceed. He is professional, courteous and is a credit to your company. We would happily recommend both James and your company to others when considering remortgaging their property.
  • Highly Recommended

    From the moment we meet I was made to feel welcome and I felt as if Ian was really interested in me and how he could help me. Ian went through everything, each section slowly to ensure I had full grasped the concept. Anything I wasn't sure about or felt I needed more clarification was gone over again until I was happy. At no time did I feel rushed or under pressure to 'sign on the dotted line'. In fact we had three meetings before I actually signed, and I know if I'd have wanted more time, I could have had it I was delighted with everything Ian and his team has done for me, they have exceeded all my expectation and as a consequence I have recommended him and his company Granite Financial to all my family, friends and colleagues, as I know they will receive without question the very best service and information. If they do not use him, it will be their loss and misfortune.