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.
As well as Grosvenor Wealth Management, we have complementary service lines that run as separate entities. Here is a little more information about each Grosvenor brand and what they deliver.
Grosvenor Wealth Management was first established in central London in 1999. We cover the full spectrum of financial advice with our services tailored to each of our clients’ individual needs.
A site dedicated to our Professional Connection relationships, such as solicitors and accountants. We work closely with like-minded businesses to deliver wealth management services to their clients as well as introducing their services, where relevant, for our clients.
GWM Asset Management delivers efficient investment management through its independent portfolio management service. Through investment mandates, your portfolios are looked after from start to finish.
Our Events
Latest webinar recording from Wednesday 1st December with Rayner Essex
Prem Shergill from GWM and Marina Trinchese from Rayner Essex take you through the key considerations around planning for your retirement and how this can be done tax efficiently.
Seminars
We hold a number of seminars each year across a variety of different topics.
From retirement and pensions to inheritance tax and business protection.
Webinars
We also hold a number of webinars, often with other Professional Service Companies on similar topics for people that find it difficult to attend face to face events.
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.”
“Attention to detail and nothing is ever too much trouble”
“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”
“I feel empowered and more optimistic about moving on to the next phase of my life.”
“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.”
Independent Financial Advice
Latest Articles
Advantages of utilising the services of a GWM Mortgage Adviser
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The passing of a partner is bad enough, without the added stress of wondering what will happen to your mortgage or even the [...]
Trusts and Inheritance Tax planning
Putting your money or assets into a Trust can be a tax-efficient way of taking value out of your estate for Inheritance Tax [...]
Legal ways to reduce paying Inheritance Tax and what to avoid
The UK government offers a number of legitimate ways to reduce the amount of Inheritance Tax (IHT) you pay. For example, through effective [...]
How much can I inherit without incurring Inheritance Tax?
When you die and leave money or possessions to your loved ones, Inheritance Tax (IHT) may be due on what you leave in [...]
GWM welcome Claire Leary to the growing Analyst team
2021 has been the year of staff growth for Grosvenor Wealth Management with five new recruits in Marketing, Compliance, Admin and Adviser teams [...]
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.
At Grosvenor Wealth Management, ensuring the cybersecurity and data protection of our clients and website visitors is part of our top priorities. That’s why we selected Mitigo as our cybersecurity support specialists. They have developed a total cybersecurity solution for businesses. Solutions that make being secure simple.