At Grosvenor Wealth Management, we’re continuing to grow our Client Administrator team and expanding our level of expertise to help support our clients needs. We are very pleased to welcome on board our latest recruit, Penny Rawlings, to the team.
Penny has had a varied career mostly within the wealth management industry specialising in client services. She started out her career in 2005 working at several large firms including Fisher Investments UK, Randstad UK, HSBC and The Private Investment Office. Penny is Diploma qualified and has an in-depth knowledge and understanding of the financial services sector.
She joined Grosvenor Wealth Management in September 2023 as a Client Services Administrator to expand her experiences and knowledge of the industry along with building strong relationships with clients.
In her spare time, Penny enjoys long walks in the beautiful Hertfordshire countryside, along with running and cycling around it too. She has also been known to do the occasional long distance charity ride around Europe.
To find out more about our new Administrator, we interviewed Penny to get to know a bit more about her and how she’s progressing so far…
Why did you join Grosvenor Wealth Management?
After commuting long distances for a number of years working for big organisations, Grosvenor Wealth Management offered the established professional environment with a family feel, much closer to home.
What do you hope to achieve whilst at GWM?
I hope to expand my experiences and knowledge of the industry along with building strong relationships with our clients.
How have you found your Grosvenor experience so far?
The company is a friendly and welcoming environment, with the entire team being focussed on ensuring the client experience is professional but friendly.
What do you like to do in your spare time?
I love cooking for family and friends, cycling and running in the Hertfordshire countryside.
Welcome to the Grosvenor Wealth Management team Penny!
Please use the form to the right to send us your question or request a call back.
We look forward to welcoming you to Grosvenor Wealth Management.
What is Financial Life Planning?
Financial planning is a familiar concept to many of us, but what about financial life [...]
GWM welcome Penny Rawlings to the growing Administrator team
At Grosvenor Wealth Management, we’re continuing to grow our Client Administrator team and expanding our [...]
Smart Money September/October 2023
Taking a look at Investment Bonds Welcome to the September/October 2023 edition of Smart Money. [...]
Common misconceptions around Inheritance Tax Planning
At 40%, the rate of Inheritance Tax (IHT) is one of the highest tax rates [...]
Should you overpay your mortgage or invest?
A trip of lifetime, more time with loved ones, securing financial freedom - these are [...]
How much will it cost you to retire early?
The pre-state pension gap is the amount of money you need to retire earlier than [...]