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.

wealth management and lifeplan

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.

Read more about Life Plan

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

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Testimonials

We recently concluded a property purchase and that is why we encashed some funds. In the course of that transaction, we also dealt with other financial bodies and you were the outstanding exception in doing what you promised without fuss and within the timescale promised.

So this is just to say 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

Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me. I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon! Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.

Edwin, London

Ben has been very helpful giving unbiased advice and making valid suggestions, and been a help when I started my business too. He has put me in contact with some other specialists that have been a great help too.

Lance, Hertfordshire

Attention to detail and nothing is ever too much trouble.

David, London

I find GWM to be really objective and am 100% confident that they always have the best interests of my family and I at the centre of any solution. They have the ability to support me across an unusually wide breadth of services including estate planning. I had a sudden family bereavement recently when I needed unbiased support and GWM over-delivered in every way, easing a difficult time for me. Fundamentally I trust GWM and I see this as a long term relationship for my whole family

Lucinda, Hertfordshire

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