Our Approach
At Pickering & Rye Financial Solutions, Private and Corporate solutions are developed around a carefully crafted 3-step approach:
- An initial Consultation meeting is arranged to find out about your current situation, financial goals and aspirations. This enables us to build a picture of you and your needs.
- Designing a Financial Plan – after gathering a variety of information at the Initial Consultation meeting, we develop bespoke solutions that fit your personal &/or business needs and provide recommendations based on the information you provide. A full personalised report is provided, giving details of the proposed solutions(s) and why the recommendation(s) are best advice for you.
- Ongoing Wealth Management Reviews – This can be as often as required, given the complexities of your financial planning requirements or business strategies. With all clients, a Personal Service charter is agreed in order to review ongoing financial performance, as well as ensuring you are provided with the right level of information about your investments on a regular basis.
Testimonials
Item 1 of 18
From the first conversation with David he has been extremely focused on maximising my pension pot and has always spoken to me in easy to understand terms which is appreciated. I have absolutely no hesitation in recommending David Rye to friends and family.
Robin Say
We were really happy with Grant's services and advice. His professionalism and help was outstanding and he went beyond expectations. As first time buyers, we felt really supported and in secure hands. We will definitely recommend Grant to anyone as a trustworthy supplier in the future and will ...
Lucie Chiocchetti| Marketing Consultant, Broadstairs
I'm new to wealth management and working with Grant on recommendation. Grant is obviously extremely knowledgeable and equally aware when additional specialist advice needs to be sought. His manner and approach removes much of the angst for a new investor making difficult decisions. I have seen Grant...
Andrew| Doctor, London
David Rye is a very professional man who, as soon as he was welcomed into our home, we both felt very comfortable that he knew what he was talking about and most definitely had our interests at heart. We would highly recommend him to anybody.
B White| Office Manager, Horley, Surrey
David has sorted my various pots of investments I had put aside for retirement. They are now manageable in one place. He is available for sound advice, and I trust him for my future financial needs. I have no problem recommending him to anyone.
J Begin| Retiree, Croydon, Surrey
Grant and I met recently and following a really productive conversation he is now looking into a new investment package for me. He understands what I would like to do and I have total confidence in him, furthermore, he has provided me with a feeling of security about my financial future which is in ...
J Morris| Retiree, Tonbridge
From the outset, David put myself and my mother at ease during a difficult time. He was able to communicate our options clearly and make us feel very comfortable and confident as first time investors. A very professional and personable approach. We would not hesitate to recommend Pickering & Rye Fin...
J. Hodgkinson| Editor
When dealing with any aspect of finance, the most important factor is trust, and that is exactly what I found in Grant Pickering of Pickering & Rye Financial Solutions. In this unprecedented downturn in the economy, I feel confident that my money is safe in the hands of this vibrant and ultra-knowle...
Linda Mary Ford| Actress, Kingston-Upon-Thames
David has been advising my husband and I in the past year about savings and pensions. We are near retirement age and our circumstances have been taken into account with every action suggested. The advice has always been clear and free of financial jargon and each proposed investment has been fully e...
Name Supplied| Finance Manager, Orpington
Exceptional service and support, would highly recommend him to others. Everything was explained in a clear and understandable manner.
Name Supplied
I was initially introduced to Grant Pickering through a family member as I was looking for advice on my pension and was keen to find someone I could trust 100%. From the first call/email I felt at ease dealing with Grant, helping to educate me on my options. I was very happy to move one of my privat...
R Weddell| Team Leader, Edinburgh, Scotland
Our St. James's Place Financial Adviser continues to provide sound and comprehensive advice with regards to our ongoing financial and pension investments. He ensures regular meetings are held and, furthermore, remains in contact as and when required. The support and availability we have experienced ...
S & N Kenward| Retiree, Croydon, Surrey
David is very different to other advisers I have had dealings with over the years. His approach is extremely professional, knowledgeable and reassuring. The way he conducts his business is exemplary and I would have no hesitation in recommending him to anyone. With the background research and intell...
S Dawson| Technical Director
Grant has been advising me on all financial matters for over 20 years in a supportive and very professional manner. The personal service, kindness and efficiency he has demonstrated over the years has been exceptional. I have total trust in his experience and judgement and can only warmly recommend ...
S Menant| Artist, London
Grant was attentive right from the start, not just polite and kind but empathetic with our emotional investment as well as our financial one. Having telephone meetings at times that suited us in the evenings and working swiftly to never have us wait, we changed our minds many times and Grant support...
Sunil Jethwa| Project Manager, Bracknell
Grant attentively addresses our collective needs with integrity and true professionalism. His service levels are always highly efficient and he provides us with transparent and well informed advice making us highly satisfied clients of Pickering & Rye Financial Solutions.
Z South| Buckinghamshire
Right from our first meeting the service has been first class, everything has been well explained making decisions easy and straightforward. Many thanks
Paul Hayward| AA Patrol, Croydon
Grant has been nothing but superb in both his approach and friendliness throughout the entire process. He has taken something which can get a bit tedious, looking for mortgages, and not only made it fun, but friendly too. He and his colleagues have made me laugh whilst giving me the best options in ...
Jack Lazenby
From the first conversation with David he has been extremely focused on maximising my pension pot and has always spoken to me in easy to understand terms which is appreciated. I have absolutely no hesitation in recommending David Rye to friends and family.
Robin Say
We were really happy with Grant's services and advice. His professionalism and help was outstanding and he went beyond expectations. As first time buyers, we felt really supported and in secure hands. We will definitely recommend Grant to anyone as a trustworthy supplier in the future and will ...
Lucie Chiocchetti| Marketing Consultant, Broadstairs
I'm new to wealth management and working with Grant on recommendation. Grant is obviously extremely knowledgeable and equally aware when additional specialist advice needs to be sought. His manner and approach removes much of the angst for a new investor making difficult decisions. I have seen Grant...
Andrew| Doctor, London
David Rye is a very professional man who, as soon as he was welcomed into our home, we both felt very comfortable that he knew what he was talking about and most definitely had our interests at heart. We would highly recommend him to anybody.
B White| Office Manager, Horley, Surrey
David has sorted my various pots of investments I had put aside for retirement. They are now manageable in one place. He is available for sound advice, and I trust him for my future financial needs. I have no problem recommending him to anyone.
J Begin| Retiree, Croydon, Surrey
Grant and I met recently and following a really productive conversation he is now looking into a new investment package for me. He understands what I would like to do and I have total confidence in him, furthermore, he has provided me with a feeling of security about my financial future which is in ...
J Morris| Retiree, Tonbridge
From the outset, David put myself and my mother at ease during a difficult time. He was able to communicate our options clearly and make us feel very comfortable and confident as first time investors. A very professional and personable approach. We would not hesitate to recommend Pickering & Rye Fin...
J. Hodgkinson| Editor
When dealing with any aspect of finance, the most important factor is trust, and that is exactly what I found in Grant Pickering of Pickering & Rye Financial Solutions. In this unprecedented downturn in the economy, I feel confident that my money is safe in the hands of this vibrant and ultra-knowle...
Linda Mary Ford| Actress, Kingston-Upon-Thames
David has been advising my husband and I in the past year about savings and pensions. We are near retirement age and our circumstances have been taken into account with every action suggested. The advice has always been clear and free of financial jargon and each proposed investment has been fully e...
Name Supplied| Finance Manager, Orpington
Exceptional service and support, would highly recommend him to others. Everything was explained in a clear and understandable manner.
Name Supplied
I was initially introduced to Grant Pickering through a family member as I was looking for advice on my pension and was keen to find someone I could trust 100%. From the first call/email I felt at ease dealing with Grant, helping to educate me on my options. I was very happy to move one of my privat...
R Weddell| Team Leader, Edinburgh, Scotland
Our St. James's Place Financial Adviser continues to provide sound and comprehensive advice with regards to our ongoing financial and pension investments. He ensures regular meetings are held and, furthermore, remains in contact as and when required. The support and availability we have experienced ...
S & N Kenward| Retiree, Croydon, Surrey
David is very different to other advisers I have had dealings with over the years. His approach is extremely professional, knowledgeable and reassuring. The way he conducts his business is exemplary and I would have no hesitation in recommending him to anyone. With the background research and intell...
S Dawson| Technical Director
Grant has been advising me on all financial matters for over 20 years in a supportive and very professional manner. The personal service, kindness and efficiency he has demonstrated over the years has been exceptional. I have total trust in his experience and judgement and can only warmly recommend ...
S Menant| Artist, London
Grant was attentive right from the start, not just polite and kind but empathetic with our emotional investment as well as our financial one. Having telephone meetings at times that suited us in the evenings and working swiftly to never have us wait, we changed our minds many times and Grant support...
Sunil Jethwa| Project Manager, Bracknell
Grant attentively addresses our collective needs with integrity and true professionalism. His service levels are always highly efficient and he provides us with transparent and well informed advice making us highly satisfied clients of Pickering & Rye Financial Solutions.
Z South| Buckinghamshire
Right from our first meeting the service has been first class, everything has been well explained making decisions easy and straightforward. Many thanks
Paul Hayward| AA Patrol, Croydon
Grant has been nothing but superb in both his approach and friendliness throughout the entire process. He has taken something which can get a bit tedious, looking for mortgages, and not only made it fun, but friendly too. He and his colleagues have made me laugh whilst giving me the best options in ...
Jack Lazenby
From the first conversation with David he has been extremely focused on maximising my pension pot and has always spoken to me in easy to understand terms which is appreciated. I have absolutely no hesitation in recommending David Rye to friends and family.
Robin Say
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