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.
We are delighted to announce that the GWM Seminars are back
Sign up for our Retirement Seminar on the 5th October at Sopwell House.
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 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 in these difficult times.
Latest Webinar Recording
Other Business Focused webinars run with Rayner Essex.
Alternative Webinars
In June 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.
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
Latest Financial Advice Articles
Giving your children the best start in life
Everybody wants to give their children the best start in life – and for many families, that involves paying for the best education [...]
Webinar – Business Turnaround
Spotting signs of distress and ways to address them Grosvenor Wealth Management and Opus Business Advisory Group will present a two-part webinar series [...]
Making the right investment decisions when you start a family.
Starting a family can be one of the most exciting times in your life. Becoming a parent can make huge changes to your [...]
Financing higher education
For many parents of teenagers – and many teenagers themselves – one of the hottest topics of conversation is the cost of higher [...]
Early Life Financial Planning
When you leave school or university and enter the world of work, it’s understandable that you will want to enjoy the rewards straight [...]
Common Misconceptions of Mortgages
Many people dream of owning their own home but think they won’t be able to get a mortgage to fund it due 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.
Inheritance Tax Planning Articles
Giving your children the best start in life
Everybody wants to give their children the best start in life – and for many [...]
Financial Planning for Education
Starting a family is exciting, but it will also mean big changes to your lifestyle [...]
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 [...]