Grosvenor Consultancy Ltd

Independent Financial Adviser 67 The High St, Dilton Marsh, Nr Bath, Wiltshire, BA13 4DW
FCA verified
15th July 2019
I hold a Diploma in Financial Planning. My aim is to provide quality holistic financial advice to individuals and businesses.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Edward Whiting DipPFS
Independent Financial Adviser
Where to find us

67 The High St, Dilton Marsh, Nr Bath, Wiltshire, BA13 4DW

About us

Grosvenor Consultancy is a firm of Independent Financial Advisers based in Bristol, Swindon and London. We currently have 20 advisers with years experience in financial services.

Our services

I provide advice to individuals and businesses. I provide advice in all areas of financial planning. It’s a fact that the majority of people have little idea where they are heading financially. You may have assets, investments, and/or high levels of income, or what sort of financial future they are going to get. That’s why truth financial planning software® has been designed, to help us bring you face to face with the reality of what your future. Why? Because now, more than ever before, people want to know the truth, so they can do something about it.

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

The advice offered will always be based around the ethical treatment of my clients and the facts presented by them. Being fair will always be part of the financial services offend to my clients. We also offer Ethical investments.

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