Information Hub
Our Information Hub has been designed to provide you with access to our monthly finance magazine, Smart Money, company brochures which are full of informative details around GWMs services and our video library with links to our official YouTube channel.
The full content listing includes blog articles, case studies, videos, monthly financial services literature and company brochures. Enjoy our full selection of engaging marketing content.
GWM Brochure
Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life, for you and your family.
The philosophy of Grosvenor Wealth Management allows our advisers to be truly independent, guiding you through your key life stages to achieve your financial goals & aspirations.
To find out more about how we can help support your life goals, please take a look at our guide to services brochure to discover how our team can help you achieve complete financial freedom.
Smart Money Magazine
Smart Money November / December 2024
Smart Money November / December 2024 Welcome to the November / December 2024 edition of Smart Money. Click to download
Smart Money September / October 2024
AUTUMN BUDGET STATEMENT 2024 Welcome to the September / October 2024 edition of Smart Money. Click to download
Smart Money July/August 2024
ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the July/August 2024 edition of Smart Money. Click to download
Smart Money May/June 2024
ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the May/June 2024 edition of Smart Money. Click to download
Smart Money March/April 2024
PRE-YEAR-END TAX PLANNING TAX-SAVING ACTIONS TO TAKE BEFORE THE DEADLINE Welcome to the March/April 2024 edition of Smart Money. As we approach the end of the current tax year on 5 April 2024, [...]
Smart Money January/February 2024
TAX-SAVING MEASURES WHAT ACTIONS TO REVIEW BEFORE THE 2023/24 YEAR-END? Welcome to the January/February 2024 edition of Smart Money. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers [...]
Webinars
News & Articles
Podcast: Autumn 2024 Budget Playbook, Tax, Finance & Accounting Podcast
Grosvenor Wealth Management is delighted to share our recent podcast collaboration with HB Accountants featuring Andrew Willis, a Financial Planner with over 30 years [...]
The Great Unretirement
Contemplating a return to work after a significant absence or considering a phased return? In what some call ‘The Great Unretirement’, many retirees [...]
The future of retirement
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past [...]
Take your pension to the max
Do you have potential shortfalls and need to address these gaps? First and foremost, let’s explore how your pension operates. When you contribute [...]
Empowered savers
How to make future aspirations more attainable and less stressful Saving can bring you a level of financial freedom that transforms your life. [...]
Building wealth and achieving financial goals
Aligning investments with risk tolerance and capacity Investing is an indispensable tool for building wealth and achieving financial goals. By allocating resources to [...]
Case Studies
Case Study – The importance of critical illness cover
At GWM, we advise that your personal protection should cover all liabilities plus three years expenditure. As experienced financial advisers, we wholeheartedly believe [...]