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.
Business Owner Webinar Series
Watch the recording from Webinar 1.
Previous Webinars
Last month 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.
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.
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
Inheritance Tax Planning Articles
Life-changing Events and Financial Planning
Coping with the financial implications of life-changing events If the last 12 months has taught [...]
Protect Your Inheritance
Forward-planning to protect your inheritance Over the last few weeks, at Grosvenor Wealth Management, we [...]
Protecting your Assets – LPAs
Planning ahead - protecting your assets if you cannot manage them Losing your mental capacity [...]
Inheritance Tax Planning
Preparing for the expected - Inheritance Tax Planning If you want your loved ones 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.
Latest Financial Advice Articles
Don’t leave retirement planning too late
No matter what stage of your working life you’ve reached, it’s never too late to start planning for your retirement. However, the later [...]
The sooner you think about financial planning, the better
At Grosvenor Wealth Management, we realise that if you are just starting your working life, one of the last things you want to [...]
GWM team take on distance challenge for MIND
At Grosvenor Wealth Management, our team never backs down from a challenge. We continue to think of new and exciting ways to support [...]
Growing your business
If you are an entrepreneur and you’ve been running your business successfully for a few years, you’ll probably be thinking about how you [...]
What are the benefits of seeking mortgage advice?
A recent mortgages study conducted by the FCA found that 80% of mortgages were advised and 50% were arranged by an intermediary. Throughout [...]
Starting your own business – what to consider
Starting your own business can be exciting but daunting, so having access to the right professional advice can be vital to its success. [...]