Our team understand the special nature of the relationship an accountant has with their clients, and through working closely on joint projects, we have been able to deliver bespoke solutions that work effectively for all parties.

We believe that when it comes to designing the most tax efficient financial plan for clients two heads are usually better than one. For mutual clients, an easy dialogue between us and their personal accountant from the start to gain a comprehensive overview from our different perspectives invariably leads to a more efficient outcome.

We will undertake either ad-hoc project work or, more typically, be introduced by an accountant to take on responsibility for the ongoing financial planning work for their existing client. Where we have a client whose changing circumstances mean they need extra professional help, then we seek to introduce them to a suitable and trustworthy accountant.

As a professional legal representative, when you’re looking for an independent financial adviser, you’ll want to choose the right wealth management partner who can deliver the broadest possible range of services to your clients.

You’ll also be looking to partner with an experienced team who places the same emphasis on client care as you do. Our support gives you the opportunity to build and strengthen your client relationships, safe in the knowledge that we offer truly independent and unbiased advice on every occasion.

The very best financial planning may come to nothing if not underpinned by the correct legal framework. That is why close co-operation with clients’ solicitors is a pre-requisite at Grosvenor Wealth Management. We can support solicitors in providing holistic advice to ensure that their clients achieve the best possible outcome. And where our planning process identifies the need for professional legal support, we will seek to match a client with the right person to deliver it.