There is nothing like a global pandemic or a hike in the cost of living to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is our family. We all want to do what we can to support our family and ensure they have what they need to live a fulfilled and happy life. The ability to be there for our loved ones is largely dependent on our own health and wealth and that is why maintaining both of these is intrinsic to achieving that goal.

If health and wealth are both important factors to supporting our families, then why don’t we take the same approach to our finances as we do our bodies? If a personal trainer’s job is to get your body into shape, a financial planner’s job is to do the same for your wallet. It is interesting to see that as a nation it seems perfectly normal to pay hundreds or even thousands of pounds to somebody to help us increase our physical fitness, but the thought of doing the same to optimise our wealth seems absurd to many.

We all grow old eventually and in most cases this has a significant impact on our health, but with the right financial advice, it does not have to have a catastrophic impact on our wealth. A healthy financial plan can help us to cope with the financial burden that often accompanies ill-health. This is where comprehensive wealth management comes into play.

What is comprehensive wealth management?

Similar to developing a comprehensive fitness program that is tailored for your particular health goals, comprehensive wealth management is a step-by-step process that addresses your personal financial issues.

As a specialist wealth management firm with a combined experience of over 100 years in supporting clients with their financial life planning, we believe that comprehensive wealth management enables you to enhance and improve your overall economic situation. It goes beyond traditional investment ideas to encompass a wide variety of complex needs you may face throughout your life.

Simply stated, comprehensive wealth management involves many factors that, when brought together, seek to empower you to make more confident and informed decisions that address your most important financial concerns and maximise the probability of achieving your goals.

It takes more than discipline and a healthy diet of investments to get your financial life in shape, but with a customised strategy and the right “financial coach,” we can help you achieve what is most important to you and your family. We can review your current finances to determine how you may be able to strengthen your portfolio to endure market volatility and increase your cash flow, while growing your assets.

The best advice starts with a conversation

Our team of financial advisers are highly qualified with experience in financial planning to work with you to create a financial plan that’s right for you and evolves with you – answering your questions, providing advice and updating your financial plan along the way to help you achieve your life goals and ambitions. You’ll also have access to additional resources and advice as advisers work with a range of specialists in multiple sectors, such as solicitors, business advisers and accountants.

PLEASE NOTE: Grosvenor Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The value of investment can go down as well as up and you may not get back the original amount you invested. Tax treatment is dependent on individual circumstances and may be subject to change. Tax planning is not regulated by the Financial Conduct Authority.