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.
ISA returns of the year
Making the most of your 2024/25 tax allowances Investing your money wisely is more than [...]
Investing isn’t a one-size-fits-all approach
Why timing the market could be holding you back Are you considering delaying your next [...]
Financial resolutions to boost your wealth this year
Taking a proactive approach to clarify your current financial standing The start of a new [...]
Financial planning for your children’s education
Education is one of the most significant and rewarding investments you can make for your [...]
Autumn Budget Statement 2024
How could the range of changes impact your wealth planning? The Autumn Budget Statement 2024 [...]
Who pays for long-term care?
Ensure you’re well-placed to fund any future care needs Many people prefer to avoid the [...]