We offer all prospective clients an initial meeting, without charge or obligation, to see if we can work together and if our services would add value to you. We’ll also go over the cost and levels of our services both initially and throughout our relationship with you, should you wish to instruct us. We offer meetings in person, over the phone or via a secure web-conferencing platform, depending upon your preference, at a time and location convenient for you.

This is where we find out more about you and what you want to achieve. We will gather information about your existing financial arrangements and personal circumstances, gain an understanding of your investment knowledge, attitude and tolerance towards investment risk and, if necessary, help you to define your financial goals and lifestyle objectives.

We will then assess your current position and confirm if any existing plans or investments that you may have remain suitable for you. Once we have completed our research, we will present your suitability report to you containing our analysis and recommendations as to how you can achieve your financial and life goals.

We will discuss the contents of your report with you to ensure that you fully understand the proposals contained within. It may be as simple as making a few changes to your existing arrangements or it may involve having to make some compromises to help you achieve your aims. Nonetheless, we will always be open, honest, and transparent in our dealings with you as well as providing additional support where required.

If you are happy with the recommendations, we will help with the completion of any forms and the processing of any applications. Once all paperwork has been completed we will move on to the implementation phase. You will be allocated to a member of our experienced administration team who will ensure the process is completed as efficiently as possible. Your Financial Planner along with your dedicated administrator will work together to see the job through to completion. Where advice involves existing arrangements we work hard on your behalf to chase third parties to ensure there is no undue delay.

After your plan has been written up and the immediate next steps have been taken to implement it, there is the question of how you would like our relationship to continue and the frequency of contact. Grosvenor Wealth Management pride ourselves on building long term relationships with our clients. Ongoing service is integral to meeting changes in circumstances, as your needs and objectives evolve.

Most plans will need to be reviewed on a regular basis. This is because people’s circumstances and objectives change, as does the economic and legislative landscape. Some clients prefer a minimal amount of interaction, while others require ongoing contact, support and access to our professional investment management services. We offer a choice of professional investment management solutions and ongoing advice services to suit different budgets and service needs.