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. 

Business owner webinar

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.

Tax Allowances 2021/22
Inheritance Tax Webinars Recordings
Post Brexit for Businesses 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.

Download our Brochure
A guide to wealth management


“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

Independent Financial Advice


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.



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.



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.



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.


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 [...]

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.

Learn more
GWM Supporting DENS

Latest Financial Advice Articles

  • retirement planning

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 [...]

  • growing your business

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 [...]

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

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