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

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

Grosvenor Wealth Management was first established in central London in 1999. We cover the full spectrum of financial advice with our services tailored to each of our clients’ individual needs.

Professional Connections Financial Planning

A site dedicated to our Professional Connection relationships, such as solicitors and accountants. We work closely with like-minded businesses to deliver wealth management services to their clients as well as introducing their services, where relevant, for our clients.

Asset Management

GWM Asset Management delivers efficient investment management through its independent portfolio management service. Through investment mandates, your portfolios are looked after from start to finish.

Our Events

Next webinar: Wednesday 1st December with Rayner Essex @11.30am

 Prem Shergill from GWM and Marina Trinchese from Rayner Essex will 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

Register here

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

“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

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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Latest Financial Advice Articles

  • Welcome back to GWM Andrew Willis

Welcome back to GWM Andrew Willis

It is with great pleasure that we welcome back long serving GWM financial planner, Andrew Willis, to the Grosvenor Wealth Management head office. [...]

  • Options for First-Time Buyers

Options for First-Time Buyers

It can be confusing trying to find out what schemes and benefits are available to first-time homebuyers across the UK. Across the country, [...]

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

Inheritance Tax Planning Articles

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

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