Grosvenor Consultancy – Independent Financial Advisers

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

Members of the Brompton team have worked with Grosvenor for a number of years and have always been impressed by Grosvenor’s highly-professional approach and its dedication in seeking to fulfil its clients’ objectives.

Brompton is delighted to be the investment manager for the two Grosvenor Consultancy flagship investment funds and looks forward to supporting Grosvenor by providing investment management services to its clients.

John Duffield, Senior Partner Brompton Asset Management

Browse Our Case Studies

IHT Planning

Inheritance

Divorce

Family

Early Retirement

Retirement

Investment Portfolio

Investment

Equity Release

Family Protection