Meet The Team
Grosvenor Consultancy Limited was established in 1998 and has grown into one of the South West’s leading independent financial planning firms. Founded by Managing Director Ben Olson, the business combines experienced financial advisers, technical specialists and dedicated support staff to deliver high quality financial planning to clients across the UK.
Ben Olson, Thomas Burley and Chief Operating Officer Adam Holmes work closely together to provide strategic leadership for the business. While Ben and Tom continue to advise clients and oversee the firm’s investment proposition, Adam is responsible for the operational management of the company, ensuring that advisers and support teams have the systems, processes and regulatory framework required to deliver excellent client outcomes.
Today, Grosvenor manages more than £600 million on behalf of its clients and remains committed to providing personalised advice, long-term relationships and outstanding service.
Ben Olson
Thomas Burley
Adam Holmes
Jonathan James
Amanda Barnett
Simon Venables
Rob Walsh
Alice Douglass
Charlotte Owen
Paul Young
John Daley
Phil James
Jamie Thompson
Mark Goodwin
Adam Jelley
Alan Oakley
Julie Curtis
Cameron Walsh
James White
Donna Holgate
Dawn Drake
Lisa Williams
Sarah Hoye
Anycia Sellars
Sarah Bailey
Abigail Olson
Samantha McGarrell
Sebastian Moynihan
Emma Moss
Darcy Wood
What Others Say About Us
As an Asset Management company Jupiter works with thousands of Financial Advisers, and Grosvenor Consultancy Limited have impressed me as being one of the finest. They somehow strike the right balance of providing an excellent personal service one associates with a small company, yet achieving the results expected of a Company with large resources.
Mark Ingram, Jupiter
I have been working closely with Grosvenor Consultancy since they joined the Paradigm Group in 2008. The company is a well-run professional business which is respected by their peers and Lenders alike. They always seek to offer the best solutions for their clients from a range of services advised on by highly qualified and motivated advisers.
Christine Newell, Partnership Manager, Paradigm Mortgage Services LLP
Next Steps
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.