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.

Webinars

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

tax allowances in 2021 22

Watch the recording

Previous Webinars

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.

Post Brexit for Businesses Recordings
Inheritance Tax Webinars Recordings

Our Financial Life Line – helping people to make difficult 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 over the phone and online meetings.

During these challenging times 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. 

What our Financial Advisers can help with.

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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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 [...]

  • Protecting Your Assets - LPAs

Protecting your Assets – LPAs

Planning ahead - protecting your assets if you cannot manage them Losing your mental capacity [...]

  • Inheritance Tax Planning

Inheritance Tax Planning

Preparing for the expected - Inheritance Tax Planning If you want your loved ones to [...]

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

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.

GWM Supporting DENS

Latest Financial Advice Articles

  • making the most of pension allowances

Making the most of Pension Allowance

Make the most of your pension allowance – or lose it Planning for your retirement is one of the most important financial decisions [...]

  • Life changing events and financial planning

Life-changing Events and Financial Planning

Coping with the financial implications of life-changing events If the last 12 months has taught us anything, it’s that you never know when [...]

  • Inheritance Tax PLanning

Protect Your Inheritance

Forward-planning to protect your inheritance Over the last few weeks, at Grosvenor Wealth Management, we have been running a series of webinars in [...]

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

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