Grosvenor Corlett Bird Ltd

Independent Financial Adviser The Green, Heath End, Wotton-under-Edge, GL12 8AR
FCA verified
10th December 2018
We offer a Chartered Financial Planner service and as such you can expect the highest advice and integrity
We can advise you on
    • Group critical illness
    • Group life insurance
    • Wealth management
    • Critical illness
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • Remortgage
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Hazel Richards APFS ACII
Chartered Financial Planner
Where to find us

The Green, Heath End, Wotton-under-Edge, GL12 8AR

About us

We have been established as a company since 2000 and have advisers that work both in London and Gloucestershire.

The aim of the company is to offer the highest quality specialist advice to our clients over a wide range of areas such as Occupation Pensions, Drawdown, Equity Release, VCT's and EIS's. We also deal with Corporate clients and have a good understanding of tax strategies.

Our services

We specialise in Occupational Pension Transfers as well as Flexible Access Drawdown within Retirement Planning. We also provide Equity Release advice along with all of the other areas of advice you would expect from Independent Financial and Mortgage Advisers

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

We will always advise you of any costs before starting any work. There will never be any hidden cost. We have a strict code for Treating Customers Fairly and pride ourselves in receiving the highest customer satisfaction.

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