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 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 November/December 2023
Strategies to minimise Retirement Tax Welcome to the November/December 2023 edition of Smart Money. In this Smart Money issue, as you sail into your 50s, it becomes pivotal to consider your financial strategy. [...]
Smart Money September/October 2023
Taking a look at Investment Bonds Welcome to the September/October 2023 edition of Smart Money. In this issue, we look at investment bonds and explain how they offer several benefits that some investors [...]
Smart Money July August 2023
Getting Retirement Ready Welcome to the July/August 2023 edition of Smart Money. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. [...]
Smart Money May June 2023
Pensions of Significant Value Welcome to the May/June 2023 edition of Smart Money. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15th March, brought some welcome but unexpected changes [...]
Smart Money March April 2023
Wealth Succession for Future Generations Welcome to the March/April 2023 edition of Smart Money. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking [...]
Webinars
News & Articles
A TAX-EFFICIENT, FLEXIBLE METHOD FOR FUTURE PLANNING
Investing in an Individual Savings Account (ISA) is a tax-efficient, flexible method for future planning. One of the most attractive features of an [...]
TIME TO SIPP INTO FINANCIAL FREEDOM?
A Self-Invested Personal Pension (SIPP) is more than just a pension. It’s a gateway to financial freedom that can offer you an unparalleled [...]
TREASURE TROVE £26.6 BILLION IN FORGOTTEN PENSIONS
£26.6 BILLION IN FORGOTTEN PENSIONS Did you know as many as 1 in 20 people could have a pension they didn’t think they [...]
TAX-SAVING MEASURES
WHAT ACTIONS TO REVIEW BEFORE THE 2023/24 YEAR-END? Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? [...]
SUCCESSION PLANNING, A FAMILY AFFAIR
A DELICATE PROCESS THAT REQUIRES CLEAR COMMUNICATION AND EFFECTIVE PLANNING Transferring wealth within a family is a delicate pr ocess that requires clear [...]
CHANGES TO THE STATE PENSION
‘TRIPLE LOCK’ TO INCREASE BY 8.5% FROM 6 APRIL 2024 The State Pension is set to increase commencing on 6 April 2024 due [...]
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 [...]