Grosvenor Wealth Management Ltd

Independent Financial Adviser  67 Grosvenor Street, London, Greater london, W1K 3JN
Grosvenor Wealth Management is truly independent, gives solution led advice and built on trusted relationships.
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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Wealth management
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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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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
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.

Benedict Anderton DipPFS
Director

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

John Hurley DipPFS
Financial Planner

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

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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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020

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