Grosvenor Consultancy


Exeter Marathon in Support of Children’s Hospice South West

Alan Oakley from Grosvenor Consultancy will be running the Exeter Marathon on 19th May 2019 to help raise funds for Children’s Hospice South West (CHSW). Alan comments: “After completing a Skydive with two work colleagues earlier this year raising funds for CHSW, I wanted to help this amazing charity even more. I have ran a few half marathons over recent

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Are you owed money by HMRC?

This month, a brief article on a couple of issues regarding private pensions and whether you are owed money by HMRC. This is something that often gets overlooked, especially if you deal with your financial arrangements yourself and have no financial adviser or accountant looking after your tax affairs in particular. Pension Tax Relief on Contributions If you pay contributions

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The jump of a lifetime

On Sunday 24th March, Adam Holmes, Alan Oakley and Edward Whiting took the jump of a lifetime when they leapt out of a plane from 15,000 feet, all in aid of Charity. Delayed by bad weather for a day, the 3 took to the beautiful blue skies early on Sunday morning and completed their adrenaline challenge with slightly trembling knee’s,

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An adventure from 15,000 feet

A trio of financial experts from Grosvenor Consultancy will be pushing their nerves to the limit with a scary, hair-raising and crazy challenge, jumping out of a plane at 15,000 feet, all in the name of charity. To help raise funds for the Children’s Hospice South West (CHSW), Adam Holmes, Alan Oakley and Edward Whiting have decided that March is

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Supporting Children’s Hospice South West

We are delighted to announce that our chosen charity partner for 2019 is Children’s Hospice South West (CHSW). 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

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The UK has the joint highest Income Tax rate of 60% in Europe – Who Knew?

Surely this can’t be the case? Well it is. All Income tax tables will show that the highest income tax rate in the UK is 45% if you earn over £150,000, however a quirk in the system means if you earn over £100,000 you might start to pay an effective income tax rate of 60% on some of your earnings,

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Looking forward in 2019

It’s that time of year when the papers will be full of predictions about the coming 12 months, more often than not under an attention seeking headline! I’m writing this several weeks before the end of 2018, in a week of so much political uncertainty and I am in no doubt that ‘short term predictions’ on many financial aspects are

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Charity Golf Day Supporting Penny Brohn UK

Thursday 27th September 2018 saw the annual Grosvenor Charity Golf day take place and once again it was held at the picturesque Wrag Barn in the heart of the Wiltshire countryside. The weather was at it’s beautiful autumnal best and the competitive nature between staff, fund managers and clients was at an all-time high. The standard of golf seems to

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Emerging Markets – Tomorrow’s Biggest Economies?

Before I start, it is best that I point out that this article does not constitute advice. Just because I am writing about Emerging Markets, does not mean I am recommending them to all and sundry! There are many reasons (not just associated with risk) why investing in companies operating in Emerging Markets (EM) is inappropriate for some. However for

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The State Pension – What The Future Might Hold?

I often think people underestimate the impact of the state pension on their retirement income. Most are pleasantly surprised at the difference it makes, but then most people I deal with have been able to accumulate retirement income with our help from other sources. For them the state pension helps, but is not the only source of income. Needless to

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