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.

We are delighted to announce that the GWM Seminars are back

Sign up for our Retirement Seminar on the 5th October at Sopwell House.

Book Now

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 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 in these difficult times. 

More about our Financial Advice
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A guide to wealth management

Latest Webinar Recording

business turnaround webinar

Business Turnaround Webinar

Other Business Focused webinars run with Rayner Essex.

1. Business Launch
2. Growing your Business
3. Exiting your business

Alternative Webinars

In June we teamed up with HB Accountants to host a webinar on ‘Tax Allowances in 2021/22 – use them or lose them’.

In December and January we ran a series of webinars on the Brexit Transition in conjunction with Rayner Essex.

Followed by the ‘Protect your Wealth’ series of Inheritance Tax Planning webinars in conjunction with Sherrards Solicitors.

Testimonials

“The team at Grosvenor have really helped us think through our options for different scenarios and created us a versatile financial plan.  Great practical and knowledgeable advice. Thank you.”

Gary, Hertfordshire

“Attention to detail and nothing is ever too much trouble”

David, London

“They have the ability to support me across an unusually wide breadth of services including estate planning. Fundamentally I trust GWM and I see this as a long-term relationship for my whole family”

Lucinda, Hertfordshire

“I feel empowered and more optimistic about moving on to the next phase of my life.”

Edwin, London

“Grosvenor were the outstanding exception in doing what they promised without fuss and within the timescale promised. 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, London

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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Latest Financial Advice Articles

  • Business Turnaround Webinar

Webinar – Business Turnaround

Spotting signs of distress and ways to address them Grosvenor Wealth Management and Opus Business Advisory Group will present a two-part webinar series [...]

  • Financing higher education

Financing higher education

For many parents of teenagers – and many teenagers themselves – one of the hottest topics of conversation is the cost of higher [...]

  • Early life financial planning

Early Life Financial Planning

When you leave school or university and enter the world of work, it’s understandable that you will want to enjoy the rewards straight [...]

  • Common Misconceptions of Mortgages

Common Misconceptions of Mortgages

Many people dream of owning their own home but think they won’t be able to get a mortgage to fund it due to [...]

Grosvenor is proud to support DENS. Established for over 16 years, DENS aims to be the first port of call for people facing homelessness, poverty and social exclusion. They ensure people have access to temporary and short-term accommodations, emergency food, and many other vital provisions as well as providing comprehensive solutions to move towards independent living.

Learn more
GWM Supporting DENS

Inheritance Tax Planning Articles

  • Inheritance Tax PLanning

Protect Your Inheritance

Forward-planning to protect your inheritance Over the last few weeks, at Grosvenor Wealth Management, we [...]

If you are keen to know more – why not request a call back for a no obligation consultation.

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