Providing you with ‘Advice for Life’
Investing in Your Future
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Interested? Many people come to us not knowing what their financial goals should be and need a FINANCIAL PLAN. Our first meeting is to establish YOUR goals and then work on ways we can help you achieve them.
Financial Plan Reviews
Financial Plan Reviews. Once we have established your FINANCIAL PLAN, we build in appropriately regular reviews (audits) to ensure your plan is achieved.
Asset Management Service
At Grosvenor Wealth Management, our ASSET MANAGEMENT SERVICE is all about managing your investments in line with your FINANCIAL OBJECTIVES.
“We recently concluded a property purchase and that is why we encashed some funds. In the course of that transaction, we also dealt with other financial bodies and you were the outstanding exception in doing what you promised without fuss and within the timescale promised.
So this is just to say thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”
Paul, May 2018
“Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me. I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon! Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.”
“Ben has been very helpful giving unbiased advice and making valid suggestions, and been a help when I started my business too. He has put me in contact with some other specialists that have been a great help too.”
Lance, Hertfordshire, Managing Director
“Attention to detail and nothing is ever too much trouble.”
Posted: 15-07-2013 Verified: 15-07-2013 Client for 4 Years
“I find GWM to be really objective and am 100% confident that they always have the best interests of my family and I at the centre of any solution. They have the ability to support me across an unusually wide breadth of services including estate planning. I had a sudden family bereavement recently when I needed unbiased support and GWM over-delivered in every way, easing a difficult time for me. Fundamentally I trust GWM and I see this as a long term relationship for my whole family.”
Lucinda Carney, Organisational Development Consultancy
“Ben and his colleagues (particularly Andrew Willis) have lovingly looked after my finances for many years now and have been great in organising pensions for myself and my wife; a remortgage; life insurance and savings plans. This has been quite a difficult job for them given that I work in an industry that is subject to regular and often unexpected upheavals, and my income has not been consistent over the years. I particularly like the personalised service, and the deep understanding of my personal situation and finances as they have changed over the years.”
Posted: 12-07-2013 Verified: 12-07-2013 Client for 15 Years
Welcome to our latest issue of smartmoney. The summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement. p. 03 Transferring ISAs – Time to bring your investments together? p. 04 …
IHT Seminar With Sherrards Solicitors – A Success We are delighted to feedback that our recent seminar was very well attended and we look forward to confirming our seminar program for 2018 shortly. Seminar Background information We are offering a seminar for individuals to help …