At Grosvenor Wealth Management, we’re continuing to grow our Client Administrator team and expanding our level of expertise to help support our clients needs. We are very pleased to welcome on board our latest recruit, Penny Rawlings, to [...]
A trip of lifetime, more time with loved ones, securing financial freedom - these are just a few things people think of as you get closer to retirement. But what do you need to do to ensure you [...]
The abundance of financial resources and advice available, while useful, comes with a challenge in itself - knowing which information you can trust. Long story short, it can be somewhat difficult to really know what’s what. In this [...]
The mortgage affordability test has been scrapped by the Bank of England (BoE), making it easier for some potential borrowers to access a mortgage. The test was used by lenders to calculate if potential borrowers could afford a [...]
Discussing family finances is often seen as a taboo subject. But such discussions are important to have in order to sort out any financial issues, to outline personal wishes and to effectively plan for estate management if a [...]
With five new recruits joining the firm throughout 2022, Grosvenor Wealth Management is on the rise and we’re not planning on stopping our growth journey just yet. The expansion of our adviser, admin and finance teams just highlights [...]
What is intergenerational wealth management? Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their [...]
Wealth Management is commonly thought of as an advisory service for personal finance and investment. While this certainly is an important role for a Wealth Manager, what can sometimes be overlooked is how they can also benefit business [...]
There can be some confusion about the service that a Wealth Manager can provide and how they can benefit their client’s financial goals. As a qualified IFA, a Wealth Manager can advise on any and all aspects of [...]
2021 has been the year of staff growth for Grosvenor Wealth Management with five new recruits in Marketing, Compliance, Admin and Adviser teams over the last six months. GWM are very pleased to welcome on board our fifth [...]
This autumn has seen Financial Planner, Andrew Taylor join the growing advisor team at Grosvenor Wealth Management (GWM). A career spanning 20 years within the financial services industry, Andrew started in the banking sector before qualifying to be [...]
New Year, New Start to Your Finances Taking time to understand your financial plans will really pay off Welcome to our first Smart Money of 2021. As we enter a new year and the coronavirus pandemic continues to [...]
