Grosvenor Birch Ltd

Independent Financial Adviser  Salt Mill Barn, Romsey, Hampshire, SO51 0GD
check
FCA authorised
Last authorised 1st March 2021
Tailored financial planning & practical solutions from dependable people.
We can advise you on
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MRS Elaine Birch FPFS
Director
MRS Sara Loveridge Dip PFS
Adviser
MR Lewis Birch Dip PFS
Financial adviser
About us

The Company has its roots in accountancy when, in 1993, Elaine Birch FPFS headed the financial planning services for BDO Stoy Hayward formerly Lyon Pilcher. We are extremely appreciative that many clients are still with us since those early days.

We are proud to be a family business & believe in sustainable business practices.

Our services

We are unique, so is our advice.

Whether you are planning for retirement, in retirement, running a family business or operating as a professional or trustee call us for a free initial consultation.

When we have agreed what services you require we will: Work with you to develop your unique financial plan. Carefully structure your plan to achieve your goals.
Evaluate your existing financial products to give substance to your plan.
Select new financial plans as required .
Liaise with your other professional providers to bring your plan to life.
Take time to help you understand and adjust your plan.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Salt Mill Barn, Old Salisbury Lane, Romsey, Hampshire, SO51 0GD

Similar advisers near you

Independent Financial Adviser 1.76 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
Independent Financial Adviser 1.98 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 2.02 mi
We give honest, impartial, affordable advice and service which you can trust to meet your needs for life.
 
Restricted - whole of market 3.61 mi
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.