About Grosvenor Wealth Management
Grosvenor Wealth Management is an established wealth management firm, founded in 1999. From our offices in Central London and Hertfordshire, our team of experienced Independent Financial Advisers provide our clients with clear, jargon-free advice and a straightforward life plan to achieve their goals effectively. Our team is dedicated to providing a bespoke service to clients. Our aim is to nurture and build long-standing relationships.
Based on our in-depth understanding of our clients’ circumstances and their long-term financial aspirations, we develop a coherent and sustainable Life Plan. This is achieved by blending our expertise in investment management, financial protection, retirement and intergenerational planning.
Find out more about what we do
We identify and combine a suitable range of market-leading financial products and services to ensure the best outcomes for our clients. We define our model portfolios, based upon client outcome, and manage to a range of risk and return profiles. We create a mandate for each portfolio, setting out the objectives, investment parameters, methodology and constraints for each. Our selection of portfolios will range from cautious to very adventurous, to meet each individual clients’ attitude to risk.
To offer a complete service, we have built a trusted network of professional connections from accountants to legal professionals across London and the Home Counties. This ensures that our clients are supported should the need ever arise in one of these areas.
We’re happy to work with one individual, a couple or a whole family. We also prefer to develop long term client relationships, rather than shorter-term, transactional-based one-off projects – although ultimately, we are sensitive to our clients’ needs.
If you would like to discuss the possibility of becoming one of our clients, please speak to us. We look forward to welcoming you to Grosvenor Wealth Management.
Grosvenor Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, registration number 472247.