Grosvenor Consultancy Limited

Independent Financial Adviser 60 Church Road, Winscombe, North Somerset, BS25 1BJ
FCA verified
19th November 2018
We can advise you on
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Jan Bishop Dip PFS
I F A
Where to find us

60 Church Road, Winscombe, North Somerset, BS25 1BJ

About us

Grosvenor Consultancy is a firm of IFAs with many years experience. Our aim is to provide our clients with a financial plan specifically tailored to their aims with regular reviews. We provide advice based on Whole of Market solutions.

Our services

My aim is to provide you with the right advice for your investment, retirement or later life needs explained to you in plain English and reviewed with you on a regular basis in the comfort of your own home.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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