Grosvenor Consultancy

24
Mar

COVID 19 – Office Arrangements & End of Tax Year Planning

Dear All I am writing to update you on our current working practices and how we can ensure that we continue to provide support in these difficult times. Our phones in head office will be monitored but we would ask you to email any queries in the first place. Please only use the office phone number if it is very

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23
Mar

Company Update

Dear All I am writing to reassure you that we are fully operational during this business-critical and uncertain period. Following new guidance from the UK Government on 16 March, we’ve prioritised staff wellbeing and asked our colleagues who are at higher risk to return to home as well as asking our staff to follow Government guidance on self-isolation, where relevant.

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20
Feb

For the times they are a changing

As a financial adviser my clients expect me to keep abreast of what is happening in the world of investments. I think I have heard the views of about a dozen investment companies so far in 2020 and what has struck me is how many are talking about Environmental, Social and (corporate) Governance (ESG). A few weeks ago, I attended

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7
Feb

2019 fund-raising efforts result in over £8,000 being presented to CHSW

Ben Olson and Tom Burley were delighted to present Children’s Hospice South West with a cheque for £8,346.37. The total was as a result of all of Grosvenor’s fundraising efforts for 2019 which included a 5k run, a 205 mile cycle ride, a marathon, a skydive and a Jail & Bail. Ben comments “we would like to thank all of

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23
Jan

The outlook for Equity Markets…possibly!

It’s the start of the year and predicting what may happen to global stock markets in the year ahead is just as difficult as any year….2020 vision or not! It is always tricky writing such articles  because by the time you read it, things can be quite different. However let’s press on. 2019 was a volatile (but rewarding) year for

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26
Nov

Charity Christmas Fair

On Friday 8th November members of the Grosvenor Highworth office organised a Charity Christmas Fair at the Highworth Community Centre with all money raised being given to the Children’s Hospice South West Charity. Visitors were able to enjoy homemade treats with tea and coffee whilst browsing through all the fantastic stalls selling handcrafted gifts, treats and early Christmas presents. The

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31
Oct

Spooktakular Jail & Bale – Update

Thomas Burley has been locked up can you help!! Follow this link for more – https://uk.virginmoneygiving.com/ThomasBurley Children’s Hospice South West provide hospice care for children and families who live in the South West from their three hospices across the region; Barnstable, Bristol and St Austell. They provide care for children and young people aged 0 – 21 years with life-limiting

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28
Oct

Spooktacular Jail & Bail

If you would like to donate please click this link – https://uk.virginmoneygiving.com/ThomasBurley Children’s Hospice South West provide hospice care for children and families who live in the South West from their three hospices across the region; Barnstable, Bristol and St Austell. They provide care for children and young people aged 0 – 21 years with life-limiting or life-threatening conditions which

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21
Oct

Protecting against risks

Sometimes people ask me what their greatest priority should be in terms of their financial planning. Everyone’s circumstances are different and so priorities will vary, but I have always believed someone should deal with the ‘what ifs’ before doing anything else in terms of planning a more comfortable future. In recent months I have been more aware of this because

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29
Aug

Retirement Planning Surgery