Latest News

COVID 19 – Office Arrangements & End of Tax Year Planning

Dear All I am writing to update you on our current working

Company Update

Dear All I am writing to reassure you that we are fully

For the times they are a changing

As a financial adviser my clients expect me to keep abreast of

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

Ben Olson and Tom Burley were delighted to present Children’s

The outlook for Equity Markets…possibly!

It’s the start of the year and predicting what may happen to

Charity Christmas Fair

On Friday 8th November members of the Grosvenor Highworth

Spooktakular Jail & Bale – Update

Thomas Burley has been locked up can you help!! Follow this

Spooktacular Jail & Bail

If you would like to donate please click this link –

Protecting against risks

Sometimes people ask me what their greatest priority should be

Retirement Planning Surgery

Raising Money for CHSW

As we have passed the half way point of the year, we wanted to

Should Financial Journalism be more closely regulated?

In recent weeks many of the headlines in the financial press

Exeter Marathon Completed

Huge congratulations to Alan Oakley of Grosvenor Consultancy

Exeter Marathon in Support of Children’s Hospice South West

Alan Oakley from Grosvenor Consultancy will be running the

Are you owed money by HMRC?

This month, a brief article on a couple of issues regarding

The jump of a lifetime

On Sunday 24th March, Adam Holmes, Alan Oakley and Edward

An adventure from 15,000 feet

A trio of financial experts from Grosvenor Consultancy will be

Supporting Children’s Hospice South West

We are delighted to announce that our chosen charity partner

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

Looking forward in 2019

It’s that time of year when the papers will be full of

Charity Golf Day Supporting Penny Brohn UK

Thursday 27th September 2018 saw the annual Grosvenor Charity

Emerging Markets – Tomorrow’s Biggest Economies?

Before I start, it is best that I point out that this article

The State Pension – What The Future Might Hold?

I often think people underestimate the impact of the state

Cheque Presentation to Penny Brohn

Penny Brohn UK is a Bristol based charity who help people

New Year Intentions

I think 2018 is going to be an unpredictable year both for the

2017 Award Winners

Top 25 Financial Planning Companies for 2017 For the second

Budget 2017 – Report from Brooks MacDonald

Traditionally, the first budget following an election is used

Grosvenor Charity Golf Day Raises Over £6,000

Supporting Penny Brohn UK The Annual Grosvenor Charity Golf Day

Don’t Leave It To Someone Else

Are you curious about the title? How many of you thought the

Bungee The Boss

As part of our fundraising efforts for our chosen Charity of

Lifetime ISA (LISA) – The New Pension

After all the pre-budget talk of reducing tax relief on

Supporting Penny Brohn UK Charity

Working in Partnership to “Live Well with Cancer”

Have Your Heard Of A Relevant Life Plan?

In the final of the Business Protection posts from me (for

Key Person Protection – Are You Covered?

Following on from my 2 previous posts on business protection,

New Year – A Few Ideas Worth Considering in 2017

It is always sensible to check over your financial arrangements

Top 25 Financial Planning Company of 2016

In the world of Independent Financial Planning, few accolades

Shareholder/Partnership Protection

Are You Covered? Shareholder/partnership protection: Protects

Is Your Staging Date Looming In 2017?

We have probably all seen the TV advertising of the strange

Charity Golf Day Raises Over £7,000

“All in support of the Great Western Air Ambulance”

Brexit – And Your Personal Finances

Well, did you really expect me to write about anything else