Grosvenor Wealth Management Ltd

Independent Financial Adviser  67 Grosvenor Street, London, W1K 3JN
First meeting at adviser's own cost
At Grosvenor Wealth Management, we work together to deliver the highest standard of service to meet our clients’ changing needs. We help them set their goals and create plans to achieve them.
We can advise you on
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Annuity purchase
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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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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
Mr. Benedict Anderton DipPFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr. Andrew Willis DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Mr. David Assor DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mrs Prem Shergill DipFA
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Alan Ramsden DipMAP
Mortgage Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

Mr Matthew Bourn Adv DipFA
Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
About us

We are financial planners, we pride ourselves on being realistic about the way we arrange our fees so it is sustainable for all. We are a truly independent wealth management company. We have offices in London and Hertfordshire but service the whole of the UK.

Our services

Many people come to us not knowing what their financial goals should be and need a financial plan. Our first meeting is to establish your goals and then work on ways we can help you achieve them. We are passionate about helping you achieve your financial plan.

Where to find us
Head office address: 67 Grosvenor Street, Mayfair, London, W1K 3JN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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We are passionate about your investments, saving you tax and helping you achieve your goals.