At Grosvenor Wealth Management, we’re starting off 2023 on a high by growing our financial adviser team and expanding our level of expertise to help support our clients needs. We are very pleased to welcome on board our latest recruit, Stephen Cummins, to our expanding Adviser team.
To find out more about our new Adviser, we interviewed Stephen to get to know a bit more about him and how he’s progressing so far…
Why did you join Grosvenor Wealth Management?
After 24 years of advising in large organisations, I wanted to focus my knowledge & energy into a more bespoke, tailored approach to helping my clients with their financial planning needs. Advice is so personal it needs to be right for you, both now and going forwards. Working at Grosvenor gives me the opportunity to ensure this is the case.
What do you hope to achieve whilst at GWM?
Working at GWM gives me a fantastic opportunity to broaden my knowledge of financial services and in turn using that to ensure my clients achieve their objectives. In an ever changing world, its important to keep pace with change and react accordingly.
How have you found your Grosvenor experience so far?
It’s been refreshing to see an organisation take the client experience to a new level. It’s very obvious even early on that the entire team are focused on clients and ensuring that any interaction they have is as seamless as possible.
What do you like to do in your spare time?
I’m a huge rugby fan, both at club and international level, this ties in nicely with my love of travel and I try combine the two whenever possible. I love to ski across the French alps, as well as enjoying a relaxing beach holiday in the summer. I also combine my other two passions, raising money for charity and keeping fit, this has led me to completing a number of marathons and ultra-marathons.
Welcome to the Grosvenor Wealth Management team Stephen!
Contact Us Form
Please complete this form if you wish to send us your questions or if you would like to request a call back.
We look forward to speaking with you.
Recent GWM articles that may be of interest
A crucial decade: in your 50s
Maximising your earnings or laying down a robust financial plan As you sail into [...]
High costs of private education
The significant decision of choosing a private school for children Choosing the right educational [...]
STRATEGIES TO MINIMISE RETIREMENT TAX
Many pensioners may face a potential tax pitfall as the State Pension escalates and [...]
TAXING TIMES FOR 2023
A year marked by several tax changes that impacted higher rate taxpayers As we [...]
Autumn Statement 2023: What measures did the Government announce?
In the recent Autumn Statement, Chancellor Jeremy Hunt outlined a host of new measures [...]
Smart Money November/December 2023
Strategies to minimise Retirement Tax Welcome to the November/December 2023 edition of Smart Money. In [...]