Independent Financial Advisers
We are a team of independent financial advisers focussed on delivering excellence. Our experience and insight enables us to match our services to your specific needs, throughout your entire financial journey with us.
Understanding what is important to you
Our first discovery session is focused solely on you and understanding what is most important to you.
Establishing clear objectives
Together we establish a set of clear objectives to ensure we fulfil your financial needs.
Creating a tailored financial plan
A tailored approach is very important to ensure you get the right solution to match your specific needs.
Implementation and management
Once the implementation phase is completed we continue to support the ongoing management of your funds
Ongoing review process
Individual circumstances often change quickly that is why regular reviews are so important.
Advising For The Future
Financial planning is about creating a picture of your current financial situation and then helping you to develop and manage a plan to achieve your future financial objectives.
Importantly, each plan is bespoke and unique to your personal circumstances.
Ben Olson, Managing Director, Grosvenor Consultancy Limited
What Others Say About Us
Brooks Macdonald is proud to work with Grosvenor Consultancy Ltd. They are a business that offers a truly client-centric approach coupled with a proven investment process. Our two businesses are aligned; both aiming to deliver excellence through the values of vision and integrity.
Simon Wombwell, CEO Brooks Macdonald Funds
Become a Client
The Grosvenor Consultancy experience is defined by outstanding service and a comprehensive commitment to the provision of exceptional advice. If you are considering becoming a client, we would like to make sure that our services will be suitable and beneficial for you, please contact us to find out more.
