Seminars

We Look Forward To Meeting You

The financial adviser team at Grosvenor Wealth Management host a series of engaging, face-to-face seminar events each year, across a plethora of financial service topics, such as, life planning, inheritance tax planning, investment advice, mortgage advice, and retirement planning.

We offer a range of informative seminars to help individuals understand the complex issues surrounding the world of financial planning services.

We run these seminar events at picturesque and accessible venues across London and the Home Counties (Bedfordshire, Buckinghamshire & Hertfordshire) to help reflect our professional client service approach and make a lasting first impression to our attendees.

Following our seminar presentations, we host an Adviser Q&A session to ensure our attendees are able to ask any burning questions they may have. We will then invite our guests to enjoy complimentary beverages and canapes, offering a wide variety of options to suit all dietary requirements.

We also run joint seminar events with our professional service partners, which mainly consist of accountants, solicitors & law firms, business advisers, estate agents, and recruitment professionals. You can find out more about our professional service network by visiting the GWM Professional Connections website.

Why attend a Grosvenor Wealth Management seminar?

Whether you are a current client or a potential client, seminars provide a fantastic opportunity to meet the Grosvenor Wealth Management team and gain the latest knowledge and views from industry specialists.

Our seminars cover a range of topics throughout the year.

You’re also very welcome to bring along other guests.

Do I have to be a current client to attend a Grosvenor Wealth Management seminar?

Not at all, we are pleased to offer our Seminars to anyone who would like to attend.

Can I bring additional guests to a seminar?

Absolutely. Should you wish to bring along a family member, friend or colleague, you simply need to book online as places are limited.

Do I have to pay to attend a seminar?

Not at all. The seminar event is free to attend. The post-event drinks and canapes are also complimentary.

I can no longer attend the seminar. Can I still speak with an Adviser?

You certainly can. We encourage all registrants and attendees to speak with an Adviser so that they can ask questions and receive the right guidance. We can also send you over a copy of the seminar presentation so that you don’t miss out on any helpful key information.

Contact the Grosvenor Wealth Management team via enquiries@gwmfs.co.uk or call 020 3030 4141 to book a free 1-2-1 consultation with an Adviser. Our Advisers are flexible and will work to your availability. They can meet you face to face at your home or our office. We can also meet you virtually over Microsoft Teams or Zoom.

Approaching Retirement

This seminar is intended for people who are starting to consider their options whilst approaching retirement. We 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
• Questions you should be asking yourself before making any decision
• Show how retirement planning is about all your assets, not just your pension plans

Inheritance Tax Planning

This seminar is intended to help people understand the potential impact of taxation on their estate upon death and to outline some ideas of how this can be managed. These are some of the areas that the seminar presentation will cover:

• How will Inheritance Tax affect your estate?
• What is in your estate?
• Who pays, how much and when?
• What can be done to reduce the IHT bill?

Intergenerational planning: Can I pass my pension on to my family?

Register your interest

Did you know that we also run webinar events?

The financial adviser team at Grosvenor Wealth Management regularly run interactive and informative webinar events across a plethora of financial service topics, such as, life planning, inheritance tax planning, investment advice, mortgage advice, and retirement planning.

We offer a range of webinars to help individuals understand the complex issues surrounding the world of financial planning services. Is there a particular area of financial services that you would like to learn more about?

Webinars