Baron & Grant
Baron & Grant is a financial planning and investment management firm that manages investment trust focused portfolios and a range of exchange-traded funds (ETFs). They provide financial advice and discretionary investment management services to individuals, companies, pension schemes, trusts, and charities.
- Financial planning
- ISA and GIA management
- Exchange-traded funds (ETFs)
- Pension management (SIPP & SSAS)
- Discretionary investment management
- Investment trust focused portfolios
Locations
Digital Popularity
Competitors
Bestinvest is an investment platform offering a wide range of account types, including SIPPs and ISAs, along with expert coaching and smart planning tools.
Walker Crips is a long-established investment management firm that offers a range of financial services including investment management, financial planning, and share dealing.
NuWealth is a financial technology platform that allows users to save and invest for their future through a single app.
Fidelity International provides investment solutions and financial advice to individuals and institutions.
Moneyfarm is an online investment platform that simplifies investing and makes it accessible for everyone.
Company Details
Baron & Grant is operated by Baron & Grant Investment Management Limited and is a Active company incorporated on 16 August 2019 with the registered office located in London, Greater London. Baron & Grant Investment Management Limited was registered 6 years ago.
Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
3
Turnover
£941.23K
Total Assets
£624.61K
Cash in Bank
£557.43K
Total Liabilities
-£98.49K
Teams
4
2
2
Chief Executive Officer • Joined Apr 2019
Executive Director • Joined Aug 2019
Investment Associate • Joined Nov 2021
Chartered Financial Planner • Joined Jan 2021
Chief Executive Officer • Joined Apr 2019
Executive Director • Joined Aug 2019
Investment Associate • Joined Nov 2021
Chartered Financial Planner • Joined Jan 2021