Retirement Seminars

About our Retirement Seminars

Retirement Seminars by Grosvenor Wealth Management

Our seminars are returning in October 2021. (Subject to Covid restrictions and guidance.)

We are offering a series of seminars and webinars for individuals as they approach retirement. These seminars are intended for people within five years of retirement and will:

  • Cover the various options regarding how to take your benefits.
  • Give examples of how each option may appeal to certain clients.
  • Highlight some of the pitfalls.
  • Give you an insight into the sorts of questions you should be asking yourself before making any decision.
  • Show how retirement planning is about all of your assets, not just your pension plans.

Next Event

  • 5th October 2021 – Sopwell House, Cottonmill Lane, St Albans AL1 2HQ

Please fill out the form to register. You can select the event you want to attend and then just let us know how many of you will be attending using the final box.  More details about the seminars can be found further down this page.

Event Registration

Arrival 6.30pm, seminar to commence at 7.00pm and will formally finish at 8.30pm. Please join us afterwards in the bar for a drink and canapés.

Naturally, feel free to bring along your partner. You may also want to invite any friends or colleagues who you feel may benefit. All we ask is that you let us know how many will be attending.

Members of the team will be available after the seminar if you have any questions you would prefer to raise on a one to one basis.

Feedback

Very knowledgeable guys – ones I would want to meet to discuss my finances.

I thought I knew a lot but I was made aware of things I didn’t know.

Please use the form above or email enquiries@gwmfs.co.uk or call our offices on 020 3030 4141 if you wish to attend.

Please Note:
We cannot give advice without knowing all of our clients’ circumstances, objectives and tolerance to risk. The seminars will consist of information only rather than personalised advice, and we cannot and will not be trying to sell anything.

Webinars on retirement

Learn more about our webinars

During the pandemic we ran our seminars online.
Webinars on retirement

If you are keen to know more – why not request a call back for a no obligation consultation.

Request a call back

Testimonials

“The team at Grosvenor have really helped us think through our options for different scenarios and created us a versatile financial plan.  Great practical and knowledgeable advice. Thank you.”

Gary, Hertfordshire

“Attention to detail and nothing is ever too much trouble”

David, London

“They have the ability to support me across an unusually wide breadth of services including estate planning. Fundamentally I trust GWM and I see this as a long-term relationship for my whole family”

Lucinda, Hertfordshire

“I feel empowered and more optimistic about moving on to the next phase of my life.”

Edwin, London

“Grosvenor were the outstanding exception in doing what they promised without fuss and within the timescale promised. Thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”

Paul, London

Latest Financial Advice Articles

  • Business Turnaround Webinar

Webinar – Business Turnaround

Spotting signs of distress and ways to address them Grosvenor Wealth Management and Opus Business Advisory Group will present a two-part webinar series [...]

  • Financing higher education

Financing higher education

For many parents of teenagers – and many teenagers themselves – one of the hottest topics of conversation is the cost of higher [...]

  • Early life financial planning

Early Life Financial Planning

When you leave school or university and enter the world of work, it’s understandable that you will want to enjoy the rewards straight [...]

  • Common Misconceptions of Mortgages

Common Misconceptions of Mortgages

Many people dream of owning their own home but think they won’t be able to get a mortgage to fund it due to [...]