Financial Planning

If you would like to be one of our clients, we’ll start by building an accurate picture of your financial position by gathering detailed information about your circumstances and any existing financial products you hold. We’ll also ask you about your personal and financial goals and your capacity and attitude to investment risk.

Our Financial Advice process

Financial Advice

We’ll then create and present to you a comprehensive financial plan, which we’ll review with you face to face every year. This may include new financial products and a selection of investment funds which we have independently researched as being suitable for your needs.

Depending on the level of detail required, we’ll compare different financial decisions and use cash flow forecasts as a ‘road map’ to achieve your objectives.

So, whether you need help with building an investment portfolio, preparing for later life and looking for retirement advice or when passing on wealth to loved ones and worried about inheritance tax, we’ll provide you with expert and dependable independent financial advice at every turn.

There are several options for paying us for our advice and any initial meeting to explore your needs will always be free of charge.

View Our Brochure
GWM Brochure - Financial Planning

If you are keen to know more – why not request a call back for a no obligation consultation.

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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