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

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.

FINANCIAL PLANNING

In order to build the life you want, before and after retirement age and the inheritance legacy you wish to pass to the next generation, a strategic approach is essential.

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.

RETIREMENT ADVICE

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.

INHERITANCE TAX PLANNING

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.

MORTGAGE ADVICE

Our aim will always be to pay down your mortgage. Whether you are looking to purchase, re-mortgage or buy an investment property, we are confident we can secure the right arrangement for you.

PERSONAL PROTECTION

Personal protection is a key part of any successful investment plan. Having personal protection means that you do not have to worry about money during a difficult time.

INTERGENERATIONAL PLANNING

Wealth has passed down from one generation to the next. Many people want to be able to use their assets to support their family and see the benefits of their wealth during their lifetime.

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.

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