Grosvenor Birch Ltd

Independent Financial Adviser Salt Mill Barn, Old Salisbury Lane, Romsey, Hampshire, SO51 0GD
FCA verified
12th November 2018
Tailored financial planning & practical solutions from dependable people.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
adviser-person
Elaine Birch FPFS
Director
adviser-person
Lewis Birch Dip PFS
Financial adviser
adviser-person
Sara Loveridge Dip PFS
Adviser
Where to find us

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

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.

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

We provide a range of services tailored to suit your budget. Ask for a copy of our Evaluate & Select brochure for more information

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