Our Wealth Management Service
What is Wealth Management?
Wealth Management is a holistic advisory service which combines a range of inter-linking financial services to address a client’s long term financial needs and goals.
Why is Grosvenor Wealth Management the right Wealth Manager for you and your family?
Our approach to Wealth Management ensures that you are more confident about your goals. Our coherent and complementing advisory services helps you to set ambitious but achievable financial goals and our advice services ensure you achieve these.
Firstly, we’ll gain a comprehensive understanding of your circumstances and any financial arrangements that are already in place.
We’ll then engineer a coherent and sustainable Life Plan which ensures the achievement of your goals by blending our expertise in inter-generational inheritance tax planning, retirement planning, property ownership, investment management, mortgages and different forms of life assurance.
As an Independent Financial Adviser firm, we research, analyse and combine suitable market-leading financial products from the entire marketplace for you. We will then actively monitor and challenge these product providers on their performance to ensure you receive the best possible outcome.
We aim to take over the weight of managing your wealth using our Life Plan, although we are very sensitive to the extent that you wish to participate in the process. We can simply provide technical advice and guidance to help you make your own financial decisions, if this all you need.
Whatever flavour of wealth management you are seeking, we will deliver a service which is uniquely tailored to your needs and underpinned by our reputation for having the highest standards of financial advice and ethics.
We can manage the wealth of one individual, a couple or a whole family. It’s your choice. If you would like to discuss the possibility of becoming one of our clients, please speak to us. We look forward to welcoming you to Grosvenor Wealth Management.
If you are keen to know more – why not request a call back for a no obligation consultation.
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