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’.
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.
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.
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 [...]
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.”
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
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 [...]
Financial Life Planning – the best laid scheme of mice and men?
Financial Life Planning - the best laid scheme of mice and men? Life is rarely predictable Recent events have highlighted the fragility of [...]
Pensions and divorce – why financial advice can be important
Pensions and divorce – why financial advice can be important Going through a divorce can be stressful at the best of times, particularly [...]
Pensions and divorce – Establishing a valuable asset for your future
Pensions and divorce – Establishing a valuable asset for your future When you’re going through a divorce, it’s easy to get bogged down [...]
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 [...]
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 [...]