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 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 [...]
Smart Money January February 2023
Don't miss the ISA deadline Welcome to the January/February 2023 edition of Smart Money. Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is [...]
Webinars
News & Articles
JOURNEY TO MONETARY AUTONOMY
OPTIMISING YOUR FINANCES AND FORMULATING AN ALL-ENCOMPASSING WEALTH PLAN FOR THE FUTURE Everyone is entitled to monetary autonomy, and maintaining financial wellness throughout [...]
‘TIME IN THE MARKET’, NOT ‘TIMING THE MARKET’
In the investing world, the allure of quick profits and instant gratification often tempts some investors to employ a ‘market timing’ strategy. This [...]
Should I combine my pensions into one pot?
Combining your pensions could help you save money and keep track of your finances more easily. Discover the pros and cons here. If [...]
A crucial decade: in your 50s
Maximising your earnings or laying down a robust financial plan As you sail into your 50s, it becomes pivotal to consider your [...]
High costs of private education
The significant decision of choosing a private school for children Choosing the right educational path for your children is one of the [...]
STRATEGIES TO MINIMISE RETIREMENT TAX
Many pensioners may face a potential tax pitfall as the State Pension escalates and Income Tax bands remain fixed. Pensioners are set [...]
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 [...]