At Grosvenor Wealth Management, we work together to deliver the highest standard of service to meet our clients’ changing needs. We help them set their goals and create plans to achieve them.

Our Financial Planning – helping people to make financial decisions

Our team of highly experienced, independent financial advisers and wealth managers have over a 100 years of combined experience. We give advice and ongoing service to our clients in face to face meetings, over the phone and online meetings.

We are offering free, no obligation consultations on a wide range of financial matters to help with making good financial decisions.

Who We Are

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Information Hub

Our Resource Centre provides access to our latest articles, case studies, information videos, webinars and our monthly finance magazine, Smart Money.

To find out more about our financial and wealth management services download our latest brochure below.

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Independent Financial Advice

WEALTH MANAGEMENT

We’ll create your personal financial plan to help you reach your financial goals, give you peace of mind and help you achieve a rewarding and secure financial future. And whatever life brings, we’ll make sure things stay on track.

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INVESTMENT ADVICE

Knowing where, when and how to invest can be confusing. We make things simple by creating a tailored investment portfolio for you, based on your goals, risk appetite and time horizon.

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RETIREMENT ADVICE

We’ll help you plan for a financially secure and comfortable retirement. To achieve this we’ll help you set your retirement goals, introduce an appropriate investment strategy, review any current arrangements and advise you how to make the most of any pension pots you’ve built up.

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INHERITANCE ADVICE

Passing on wealth accurately and tax efficiently to loved ones requires careful financial planning. We can help you to map-out the process from beginning to end, using a range of investment and trust arrangements to ensure your wishes are met.

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