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. 

More about our Financial Advice
Our Brochure

Our Groups

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 - Financial Advice

GWM Asset Management

GWM Professionals

Our Events

Webinar recording from our last event 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.

Planning your Retirement Requirements and Optimising your Tax Position

Watch the video

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.

Learn more about our Events

Testimonials

“I feel empowered and more optimistic about moving on to the next phase of my life.”

Edwin, London

“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, Hertdordshire

“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

WEALTH MANAGEMENT

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.

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INVESTMENT ADVICE

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.

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RETIREMENT ADVICE

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.

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INHERITANCE ADVICE

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.

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Related Articles

  • When should you review your financial plan?

When should you review your financial plan?

A question we are often asked by clients who are first considering their retirement plans is, ‘will my workplace scheme provide enough for [...]

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