Corporate Social Responsibility

Message from the Managing Director

“At Grosvenor Wealth Management, we all work together to deliver the highest standard of service to meet our clients’ changing needs and financial goals throughout life. We work with clients to understand their goals and creating realistic plans to help achieve them. Of course, appreciating what matters most to an individual client is just the start. With our primary focus being ongoing wealth management, we are continually investing in our knowledge and resource of this ever-changing environment. Both the big picture and the fine detail are important, that’s why GWM pride ourselves in having such a diverse team with creative, professional, analytical individuals.

The Grosvenor team give our clients a unique lens on the world and allow us to advise and invest for them with conviction, taking long-term decisions and seeking sustainable returns. A client focused, creative, informative & personable service, along with options tailored to meet each client needs; it’s a straightforward story that you’ll hear across Grosvenor from each of my colleagues in the business. We’re constantly seeking new ways to develop, innovate and deliver for our clients now and for the future. Continually focused on their future prosperity.”

Ben Anderton, Managing Director, Grosvenor Wealth Management

Corporate Social Responsibility at GWM

Our Mission

  • To help people think bigger about their financial management and achieve their future aspirations.
  • To recognise each individual client and tailor our service to their exact need.
  • To deliver a first-class service and provide paramount advice.
  • To perform consistently in line with our core brand values.
  • To maintain the highest standards of conduct & compliance.
  • To support our teams and ensure that they enjoy working for Grosvenor.

Our Aim

To have long lasting and meaningful relationships with our clients.

Our Vision

By building financial and wealth awareness, and client confidence , we will enable our clients to achieve their life plan goals.

As specialists in our industry, we have the knowledge to support our clients across investments and wealth management as well as inheritance tax planning, mortgage and retirement advice. Our focus is in delivering a personable service that provides financial coaching which empowers our clients to make decisions and helps to remove any barriers in achieving their goals.

Our People and Culture

Here at Grosvenor Wealth Management, we recognise that our most important assets are our people. Harnessing a diverse range of thoughts, ideas, and perspectives, we enable our team to truly engage with our future plans.

We want everyone who works for Grosvenor to feel valued, engaged and included so that they come to work empowered to be the best they can be.

Grosvenor invest in the future development of our people. We want people to be supported and encouraged by others with equally high standards. Grosvenor ensure that team members are fairly rewarded for their care, expertise, and effort. To help our team be the very best they can be, GWM continually supports the staff with individual development plans. We ensure that our team enjoy what they do, are personally respected and recognised for their contribution to GWM.

Employee Testimonial from IFA, David Assor:

  1. Why did you join Grosvenor Wealth Management?

From my start at Grosvenor, I was impressed by the passion and enthusiasm for the business when first meeting Ben, and Abbie. I was particularly struck by their vision for growing GWM and how I would be an integral part of the business. I appreciated how  each member of the team took the time to get to know me on a professional and personal level.

  1. What do you most enjoy about working at Grosvenor Wealth Management?

I enjoy the variety of challenges that I find everyday with the varying client opportunities that arise. I enjoy working closely with the whole team and our assortment of clients to help relieve their pain points and bringing new advantageous opportunities to their attention.

  1. How have you found your Grosvenor experience so far?

My Grosvenor experience has so far exceeded my expectations. As a business we have faced a series of challenges due to the Covid lockdowns and restrictions, but we have gone from strength to strength to continue to support our clients and business partners throughout this difficult time to survive and thrive. At the same time, I’m really enjoying my time at Grosvenor Wealth Management. I’m keen to keep developing my skillset and strengthening my relationships with clients and colleagues alike.

David Assor

Employee Engagement

Our Responsible Practice

GWM has been around for over two decades. We uphold the highest standards in data security and combating financial crime. Compliance is at the heart of everything we do. All of our advisers are fully qualified, experienced and actively maintain competency through structured CPD program.

Customer service will always be important to Grosvenor Wealth Management.

It’s our aim to make sure that our new & existing clients and business partners have the best possible experiences with our dedicated team of Financial Advisers, Analysts and Administrators.

Our employees strive to make sure that we’re professional and welcoming  and we have always maintained positive relationships with our client and business partners.

However, we know that sometimes things don’t always go to plan, so on these occasions, we do our utmost to make sure that we put things right, with a structured approach to resolving client issues and providing remediation where appropriate.

The value of investments can fall and you may get back less than you invested. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Neither simulated nor actual past performance are reliable indicators of future performance. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Opinions expressed in this publication are not necessarily the views held throughout Grosvenor Wealth Management Ltd.

ESG Investing

Traditional investing delivers value by translating investor capital into investment opportunities that carry risks commensurate with expected returns. Sustainable investing balances traditional investing with environmental, social, and governance related (ESG) insights to improve long-term outcomes.

In many ways, sustainable investing can be seen as part of the evolution of investing. There is a growing recognition among industry participants that some ESG factors are economic factors, especially in the long term, and it is, therefore, important to incorporate material ESG factors.

On the surface the introduction of ESG is reflective of the planet’s precarious position. Our clients may also be encouraged by the proposition that their money is being invested in ethical enterprises which have a stake in the environmental issues.

We also believe that ESG will become an increasingly important determinant of value, as the principles of ESG lay the foundations for long term commercial sustainability. We think that ESG will continue to evolve, and this evolution will add greater transparency, improve comparability, and ensure organisations that adopt ESG at a cultural level are recognised for doing so.

We do believe that fund managers need to recognise the importance of investing money in enterprises which do not have a negative impact on the environment and society. For this reason, we are actively considering a specific fund sector which aims to invest in enterprises which have a strong leaning towards sustainability, which naturally includes environmental, social and governance factors.

If you would like to understand more about the ethical enterprises we invest in and how we deliver investment support,  email us at marketing@gwmfs.co.uk, or call one of our offices to speak directly with an adviser.

How We Support Clients

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

Support the Community

Grosvenor are very passionate about giving back to the local community. We enjoy getting involved, donating and supporting with local charities as well as larger national charitable organisations.

Over the years, Grosvenor Wealth Management have been supporting a local Hertfordshire charity, DENS. Established in 2003, Dacorum-based charity, DENS, aims to be the first port of call for people facing homelessness, poverty, and social exclusion. They ensure people have access to immediate support, and many other vital provisions as well as providing comprehensive solutions to move towards independent living.

As an official business partner, we strive to promote the charity, their amazing work among the local community and look to how we can further support them in their efforts to tackle homelessness, poverty, and social exclusion in the borough.

We are increasing our support for the DENS team. We promote DENS communications and events through the Grosvenor website and social media, to ensure their visibility and brand is maximised through all relevant channels.

At Grosvenor, we also love a good challenge, especially if it can raise money for a charity, whether it be a charity swim, cycle or running event. So, whenever one of our staff is preparing to take on a challenge, we’ll encourage them to set up a fundraising page and donate the proceeds to charity.

Partnering with like-minded Businesses

Our sister company, GWM Professional Connections works with a variety of different businesses, such as accountants, solicitors, recruiters and estate agents, to provide a holistic approach to complement and enhance their own services. Equally, we look to introduce our clients to our partners if they need support outside of our remit.

We work collectively to ensure the outcome is fully connected and centred around the clients’ needs and ensure that their expectations are met.

If you would like to find out more about how GWM Professional Connections can work alongside your business and client network, please click here to visit the website and download our brochure or even book an appointment with one of our Financial Advisers.

If you would like to speak to one of our Financial Advisers about any points we have raised above or would simply like to understand more about how we can work with you,  we offer free initial financial consultations. Simply contact us on 020 3030 4141 or request a call back for a no obligation consultation.

Request a call back

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

Latest 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. [...]

  • Smart Money November December 2021

Smart Money November December 2021

How can I protect my wealth from inflation? 5 questions to ask before inflation really takes off Welcome to the November/December 2021 edition [...]