Grosvenor Consultancy Ltd

Independent Financial Adviser  76 Macrae Road, Pill and easton in gordano, Somerset, BS20 0DD
First meeting at adviser's own cost
'providing structure and direction to your finances'
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Martyn Brown
Independent Financial Adviser
Helen Roberts
Independent Financial Adviser
Edward Whiting
Independent Financial Adviser
Phil James
Independent Financial Adviser
Jamie Thompson
Ben Olson
Managing Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Tom Burley
Independent Financial Adviser
Matt Jones
Independent Financial Adviser
About us

Grosvenor Consultancy is a firm of 19 Independent Financial Advisers focussed on delivering excellence. .

Our services

Financial planning is about creating a picture of your current financial situation and then helping you to develop and manage a plan to achieve your future financial objectives.
Our experience and insight enables us to match our services to your specific needs, throughout your entire financial journey with us.
Importantly, each plan is bespoke and unique to your personal circumstances

Where to find us
Head office address: 76 Macrae Road, Eden Office Park, Ham Green, Bristol, BS20 0DD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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