Client Testimonials
Our clients work with us for different reasons. We pride ourselves on being highly recommended by our clients, most of them long-standing. We hold their relationships in high regard.
Here are just a few examples of testimonials sent to us by our clients, which tell you all you need to know about how we maintain excellence in meeting their service needs, supporting them during life changing events and helping achieve their life goals.
“Andrew Willis supports me with my investments, pensions, ISA’s and even helped with setting up my will through one of GWMs’ professional networks. I have a background in Financial Services, so I have an insight of what’s being discussed during our meetings. However, Andrew has been very understanding and patient and able to explain any queries or issues that I may have. From the very first meeting he listened to all of my needs and requirements, took them on board and always put me first. He continues to support and advise me to this day. Everything has been superb with the service I have received. My late father trusted Andrew’s financial advice, so I also trust him implicitly, and after a quick referral, my sister is now also a client of GWM.”
Angela, August 2023
“GWM has provided me with excellent service since I first became a client in 1997, and when I was looking to considerably revamp my finances due to a growing family. My Financial Adviser, Andrew Willis, always has my best interests at heart and is happy to listen to my ideas & plans before providing honest feedback and advice. He has supported my family & I with important and time-sensitive matters such as pensions advice, critical illness cover, inheritance tax planning and making my investments tax efficient. I happily refer him and GWM to my personal and professional contacts with confidence.”
Peter, July 2023
“Being a person who has never been able to get her head around pensions, Andy was absolutely brilliant in explaining the options and which best route I should take. He took his time and patience to explain all to me. Even after my first appointment, I came away feeling a lot happier in that I was in good hands. Andy was recommended to me by a friend and I would have absolutely no hesitation in recommending him and Grosvenor Wealth Management to my colleagues, family and friends.“
Debbie, March 2023
“Grosvenor Wealth Management were helpful at all points in the process of establishing an account for me and funds; in sharing the ideas and aims of the way they managed my portfolio; and in keeping a regular flow of communication to me regarding the performance of my funds and the activities of the market. In the difficult financial times of the last year or two, they kept me in the picture and made a special effort to assure me of the means and methods by which my investments were being properly protected.“
Nigel, January 2023
“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, December 2022
“Ben and his colleagues (particularly Andrew Willis) have lovingly looked after my finances for many years now and have been great in organising pensions for myself and my wife; a remortgage; life insurance and savings plans. This has been quite a difficult job for them given that I work in an industry that is subject to regular and often unexpected upheavals, and my income has not been consistent over the years. I particularly like the personalised service, and the deep understanding of my personal situation and finances as they have changed over the years.“
John, December 2022