All Grosvenor Wealth Management (GWM) clients receive personal and bespoke advice for all their financial needs. As we believe in advice for life, we offer a full service offering available at three levels of engagement:
Essential: This is GWM’s standard but also comprehensive offering. This level of service is ideal for Clients who want all of their financial commitments to be assessed, advised on and monitored but do not require some of the more complex wealth management options
Proactive: This service offering includes all of the benefits of our Essential service but with additional service solutions and additional scheduled reviews on an annual basis.
Dynamic: This is the ultimate in wealth management service where a client’s entire financial and supplemental needs can be catered for and where regular scheduled reviews ensure a client’s desire to be actively involved with more of the decisions can be fulfilled.
