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.
We hold a number of seminars each year across a variety of different topics.
From retirement and pensions to inheritance tax and business protection.
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.
Independent Financial Advice
Buying a new home is an exciting time, but it can also be a little intimidating if you don’t have the right knowledge [...]
The passing of a partner is bad enough, without the added stress of wondering what will happen to your mortgage or even the [...]
Putting your money or assets into a Trust can be a tax-efficient way of taking value out of your estate for Inheritance Tax [...]
The UK government offers a number of legitimate ways to reduce the amount of Inheritance Tax (IHT) you pay. For example, through effective [...]
When you die and leave money or possessions to your loved ones, Inheritance Tax (IHT) may be due on what you leave in [...]
2021 has been the year of staff growth for Grosvenor Wealth Management with five new recruits in Marketing, Compliance, Admin and Adviser teams [...]