Grosvenor Consultancy Ltd

Independent Financial Adviser 67 The High St, Dilton Marsh, Nr Bath, Wiltshire, BA13 4DW
FCA verified
12th November 2018
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
    • 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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
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
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

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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